Intrua Financial’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,730
| Closed | -$452K | – | 374 |
|
|
2025
Q1 | $452K | Sell |
4,730
-221
| -4% | -$21.1K | 0.07% | 211 |
|
|
2024
Q4 | $481K | Buy |
4,951
+311
| +7% | +$30.2K | 0.07% | 199 |
|
|
2024
Q3 | $418K | Buy |
4,640
+148
| +3% | +$13.3K | 0.06% | 254 |
|
|
2024
Q2 | $377K | Sell |
4,492
-633
| -12% | -$53.1K | 0.06% | 272 |
|
|
2024
Q1 | $501K | Buy |
5,125
+204
| +4% | +$19.9K | 0.07% | 243 |
|
|
2023
Q4 | $487K | Buy |
4,921
+854
| +21% | +$84.5K | 0.07% | 229 |
|
|
2023
Q3 | $343K | Sell |
4,067
-379
| -9% | -$32K | 0.06% | 251 |
|
|
2023
Q2 | $401K | Buy |
4,446
+1,159
| +35% | +$105K | 0.07% | 228 |
|
|
2023
Q1 | $288K | Buy |
3,287
+3
| +0.1% | +$263 | 0.06% | 260 |
|
|
2022
Q4 | $320K | Buy |
3,284
+751
| +30% | +$73.3K | 0.07% | 244 |
|
|
2022
Q3 | $222K | Buy |
+2,533
| New | +$222K | 0.06% | 276 |
|