Jamison Private Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $482K | Hold |
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|
2025
Q4 | $462K | Hold |
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|
2025
Q3 | $463K | Hold |
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|
2025
Q2 | $394K | Hold |
|
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $345K | Hold |
|
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $310K | Buy |
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