Journey Strategic Wealth’s Bank of Montreal BMO Stock Holding History

Journey Strategic Wealth’s Portfolio BMO Stock Details BMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell
2025 Q4	$1.12M	Sell
2025 Q3	$1.14M	Sell
2025 Q2	$967K	Buy
2025 Q1	$834K	Buy
2024 Q4	$846K	Buy
2024 Q3	$782K	Sell
2024 Q2	$736K	Buy
2024 Q1	$632K	Buy