MQS 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 | $408K | Sell |
3,692
-2,008
| -35% | -$222K | 0.23% | 176 |
|
|
2025
Q1 | $544K | Buy |
+5,700
| New | +$544K | 0.31% | 102 |
|
|
2024
Q3 | – | Sell |
-3,702
| Closed | -$310K | – | 456 |
|
|
2024
Q2 | $310K | Buy |
+3,702
| New | +$310K | 0.19% | 236 |
|
|
2024
Q1 | – | Sell |
-7,107
| Closed | -$703K | – | 464 |
|
|
2023
Q4 | $703K | Buy |
7,107
+1,365
| +24% | +$135K | 0.39% | 54 |
|
|
2023
Q3 | $484K | Buy |
+5,742
| New | +$484K | 0.3% | 116 |
|
|
2023
Q2 | – | Sell |
-6,769
| Closed | -$603K | – | 423 |
|
|
2023
Q1 | $603K | Buy |
+6,769
| New | +$603K | 0.39% | 62 |
|
|
2022
Q2 | – | Sell |
-3,891
| Closed | -$459K | – | 401 |
|
|
2022
Q1 | $459K | Sell |
3,891
-828
| -18% | -$97.7K | 0.37% | 90 |
|
|
2021
Q4 | $508K | Buy |
+4,719
| New | +$508K | 0.82% | 22 |
|