Jones Financial Companies’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
10,010
+1,578
| +19% | +$172K | ﹤0.01% | 974 |
|
|
2025
Q1 | $803K | Buy |
8,432
+599
| +8% | +$57.1K | ﹤0.01% | 947 |
|
|
2024
Q4 | $760K | Buy |
7,833
+3,502
| +81% | +$340K | ﹤0.01% | 835 |
|
|
2024
Q3 | $392K | Buy |
4,331
+3,518
| +433% | +$318K | ﹤0.01% | 910 |
|
|
2024
Q2 | $68.2K | Buy |
+813
| New | +$68.2K | ﹤0.01% | 1156 |
|
|
2019
Q2 | – | Sell |
-26,619
| Closed | -$1.99M | – | 205 |
|
|
2019
Q1 | $1.99M | Buy |
+26,619
| New | +$1.99M | ﹤0.01% | 127 |
|