Operose Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $115K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $157K | Hold |
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|
2022
Q4 | $159K | Sell |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $46K | Buy |
|