JPWM
Jamison Private Wealth Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
3,558
| – | – | 0.06% | 162 |
|
|
2025
Q1 | $340K | Hold |
3,558
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $345K | Hold |
3,558
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $321K | Hold |
3,558
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $298K | Hold |
3,558
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $348K | Hold |
3,558
| – | – | 0.06% | 147 |
|
|
2023
Q4 | $352K | Sell |
3,558
-117
| -3% | -$11.6K | 0.07% | 146 |
|
|
2023
Q3 | $310K | Buy |
+3,675
| New | +$310K | 0.06% | 147 |
|