Orion Portfolio Solutions’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
Q1 | $895K | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $0 | Buy |
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