Kovitz Investment Group Partners’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
3,497
+150
| +4% | +$16.6K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $320K | Buy |
3,347
+769
| +30% | +$73.4K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $250K | Buy |
+2,578
| New | +$250K | ﹤0.01% | 1093 |
|
|
2020
Q4 | – | Sell |
-4,540
| Closed | -$265K | – | 391 |
|
|
2020
Q3 | $265K | Buy |
+4,540
| New | +$265K | 0.01% | 361 |
|