Operose 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 | $155K | Buy |
1,404
+204
| +17% | +$22.6K | 0.04% | 153 |
|
|
2025
Q1 | $115K | Sell |
1,200
-1,093
| -48% | -$104K | 0.04% | 160 |
|
|
2024
Q4 | $223K | Sell |
2,293
-1,193
| -34% | -$116K | 0.08% | 114 |
|
|
2024
Q3 | $314K | Hold |
3,486
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $292K | Sell |
3,486
-515
| -13% | -$43.2K | 0.1% | 108 |
|
|
2024
Q1 | $391K | Sell |
4,001
-577
| -13% | -$56.4K | 0.13% | 106 |
|
|
2023
Q4 | $453K | Buy |
4,578
+2,819
| +160% | +$279K | 0.18% | 61 |
|
|
2023
Q3 | $148K | Hold |
1,759
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $159K | Hold |
1,759
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $157K | Hold |
1,759
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $159K | Sell |
1,759
-328
| -16% | -$29.7K | 0.09% | 83 |
|
|
2022
Q3 | $183K | Hold |
2,087
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $201K | Sell |
2,087
-678
| -25% | -$65.3K | 0.14% | 57 |
|
|
2022
Q1 | $326K | Buy |
2,765
+2,339
| +549% | +$276K | 0.23% | 43 |
|
|
2021
Q4 | $46K | Buy |
+426
| New | +$46K | 0.04% | 144 |
|