Mesirow Financial Investment 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 | $262K | Sell |
2,368
-852
| -26% | -$94.2K | 0.01% | 466 |
|
|
2025
Q1 | $308K | Buy |
3,220
+857
| +36% | +$81.9K | 0.01% | 450 |
|
|
2024
Q4 | $229K | Buy |
+2,363
| New | +$229K | ﹤0.01% | 521 |
|
|
2024
Q3 | – | Sell |
-2,445
| Closed | -$205K | – | 598 |
|
|
2024
Q2 | $205K | Sell |
2,445
-34
| -1% | -$2.85K | ﹤0.01% | 470 |
|
|
2024
Q1 | $242K | Sell |
2,479
-476
| -16% | -$46.5K | 0.01% | 459 |
|
|
2023
Q4 | $292K | Buy |
+2,955
| New | +$292K | 0.01% | 437 |
|