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
2025
Q3
$463K Hold
2025
Q2
$394K Hold
2025
Q1
$340K Hold
2024
Q4
$345K Hold
2024
Q3
$321K Hold
2024
Q2
$298K Hold
2024
Q1
$348K Hold
2023
Q4
$352K Sell
2023
Q3
$310K Buy