Orion Portfolio Solutions’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
Q1 | $895K | Buy |
9,371
+928
| +11% | +$88.6K | 0.01% | 1140 |
|
|
2024
Q4 | $819K | Buy |
8,443
+3,672
| +77% | +$356K | 0.01% | 1150 |
|
|
2024
Q3 | $430K | Buy |
4,771
+204
| +4% | +$18.4K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $383K | Sell |
4,567
-335
| -7% | -$28.1K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $479K | Buy |
4,902
+224
| +5% | +$21.9K | 0.01% | 1277 |
|
|
2023
Q4 | $461K | Sell |
4,678
-536
| -10% | -$52.9K | 0.01% | 1246 |
|
|
2023
Q3 | $440K | Sell |
5,214
-29
| -0.6% | -$2.45K | 0.01% | 1251 |
|
|
2023
Q2 | $473K | Buy |
5,243
+61
| +1% | +$5.51K | 0.01% | 1232 |
|
|
2023
Q1 | $462K | Buy |
+5,182
| New | +$462K | 0.01% | 1166 |
|
|
2020
Q3 | – | Sell |
-284
| Closed | -$15K | – | 625 |
|
|
2020
Q2 | $15K | Hold |
284
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $14K | Buy |
284
+283
| +28,300% | +$14K | ﹤0.01% | 946 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1814 |
|