NewEdge Advisors’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 | $310K | Buy |
2,800
+2,751
| +5,614% | +$304K | ﹤0.01% | 2001 |
|
|
2025
Q1 | $4.68K | Buy |
49
+25
| +104% | +$2.39K | ﹤0.01% | 3321 |
|
|
2024
Q4 | $2.33K | Hold |
24
| – | – | ﹤0.01% | 3416 |
|
|
2024
Q3 | $2.17K | Sell |
24
-100
| -81% | -$9.02K | ﹤0.01% | 3368 |
|
|
2024
Q2 | $10.4K | Sell |
124
-156
| -56% | -$13.1K | ﹤0.01% | 2850 |
|
|
2024
Q1 | $27.3K | Buy |
280
+72
| +35% | +$7.03K | ﹤0.01% | 2513 |
|
|
2023
Q4 | $20.6K | Buy |
208
+24
| +13% | +$2.38K | ﹤0.01% | 2567 |
|
|
2023
Q3 | $15.5K | Buy |
184
+1
| +0.5% | +$84 | ﹤0.01% | 2441 |
|
|
2023
Q2 | $16.5K | Hold |
183
| – | – | ﹤0.01% | 2432 |
|
|
2023
Q1 | $16.3K | Sell |
183
-565
| -76% | -$50.2K | ﹤0.01% | 2408 |
|
|
2022
Q4 | $51.3K | Buy |
+748
| New | +$51.3K | ﹤0.01% | 1707 |
|