NBC Securities’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 | $377K | Sell |
3,410
-91
| -3% | -$10.1K | 0.03% | 600 |
|
|
2025
Q1 | $334K | Buy |
3,501
+3,498
| +116,600% | +$334K | 0.03% | 589 |
|
|
2024
Q4 | $356 | Sell |
3
-4,774
| -100% | -$567K | 0.03% | 564 |
|
|
2024
Q3 | $430K | Sell |
4,777
-293
| -6% | -$26.4K | 0.04% | 516 |
|
|
2024
Q2 | $425K | Sell |
5,070
-371
| -7% | -$31.1K | 0.04% | 496 |
|
|
2024
Q1 | $531K | Sell |
5,441
-172
| -3% | -$16.8K | 0.05% | 418 |
|
|
2023
Q4 | $555K | Sell |
5,613
-1,534
| -21% | -$152K | 0.06% | 381 |
|
|
2023
Q3 | $602K | Buy |
+7,147
| New | +$602K | 0.07% | 328 |
|