MAI Capital Management’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 | $419K | Buy |
3,790
+248
| +7% | +$27.4K | ﹤0.01% | 873 |
|
|
2025
Q1 | $338K | Hold |
3,542
| – | – | ﹤0.01% | 900 |
|
|
2024
Q4 | $344K | Buy |
+3,542
| New | +$344K | ﹤0.01% | 914 |
|
|
2024
Q3 | – | Sell |
-3,708
| Closed | -$311K | – | 1081 |
|
|
2024
Q2 | $311K | Sell |
3,708
-14
| -0.4% | -$1.17K | ﹤0.01% | 950 |
|
|
2024
Q1 | $364K | Buy |
+3,722
| New | +$364K | ﹤0.01% | 886 |
|