Journey Strategic Wealth’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 | $967K | Buy |
8,738
+11
| +0.1% | +$1.22K | 0.03% | 173 |
|
|
2025
Q1 | $834K | Buy |
8,727
+7
| +0.1% | +$669 | 0.03% | 153 |
|
|
2024
Q4 | $846K | Buy |
8,720
+53
| +0.6% | +$5.14K | 0.03% | 146 |
|
|
2024
Q3 | $782K | Sell |
8,667
-112
| -1% | -$10.1K | 0.03% | 157 |
|
|
2024
Q2 | $736K | Buy |
8,779
+2,308
| +36% | +$194K | 0.03% | 121 |
|
|
2024
Q1 | $632K | Buy |
+6,471
| New | +$632K | 0.03% | 108 |
|