Merit Financial 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 | $526K | Sell |
4,756
-143
| -3% | -$15.8K | 0.01% | 1076 |
|
|
2025
Q1 | $468K | Buy |
4,899
+879
| +22% | +$84K | 0.01% | 962 |
|
|
2024
Q4 | $390K | Buy |
4,020
+884
| +28% | +$85.8K | 0.01% | 816 |
|
|
2024
Q3 | $283K | Sell |
3,136
-1,199
| -28% | -$108K | 0.01% | 685 |
|
|
2024
Q2 | $364K | Buy |
4,335
+112
| +3% | +$9.39K | 0.01% | 658 |
|
|
2024
Q1 | $385K | Buy |
+4,223
| New | +$385K | 0.01% | 620 |
|