Mather Group’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 | – | Sell |
-1,055
| Closed | -$101K | – | 736 |
|
|
2025
Q1 | $101K | Hold |
1,055
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $102K | Hold |
1,055
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $95.2K | Sell |
1,055
-25
| -2% | -$2.26K | ﹤0.01% | 749 |
|
|
2024
Q2 | $105K | Buy |
1,080
+25
| +2% | +$2.44K | ﹤0.01% | 793 |
|
|
2024
Q1 | $104K | Buy |
+1,055
| New | +$104K | ﹤0.01% | 693 |
|