Ossiam’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 | $2.92M | Sell |
26,393
-26,075
| -50% | -$2.88M | 0.03% | 222 |
|
|
2025
Q1 | $5.01M | Sell |
52,468
-1,147
| -2% | -$110K | 0.07% | 135 |
|
|
2024
Q4 | $5.2M | Sell |
53,615
-23,583
| -31% | -$2.29M | 0.09% | 139 |
|
|
2024
Q3 | $6.97M | Buy |
77,198
+26,230
| +51% | +$2.37M | 0.13% | 88 |
|
|
2024
Q2 | $4.28M | Sell |
50,968
-1,180
| -2% | -$99K | 0.08% | 132 |
|
|
2024
Q1 | $5.1M | Sell |
52,148
-8,830
| -14% | -$863K | 0.09% | 140 |
|
|
2023
Q4 | $6.06M | Buy |
60,978
+14,550
| +31% | +$1.45M | 0.1% | 106 |
|
|
2023
Q3 | $3.93M | Buy |
46,428
+10,452
| +29% | +$886K | 0.07% | 131 |
|
|
2023
Q2 | $3.25M | Sell |
35,976
-4,862
| -12% | -$440K | 0.06% | 163 |
|
|
2023
Q1 | $3.63M | Sell |
40,838
-6,573
| -14% | -$585K | 0.08% | 146 |
|
|
2022
Q4 | $4.29M | Buy |
47,411
+10,480
| +28% | +$949K | 0.11% | 130 |
|
|
2022
Q3 | $3.25M | Buy |
+36,931
| New | +$3.25M | 0.09% | 142 |
|
|
2020
Q3 | – | Sell |
-2,800
| Closed | -$149K | – | 422 |
|
|
2020
Q2 | $149K | Sell |
2,800
-5,800
| -67% | -$309K | 0.01% | 326 |
|
|
2020
Q1 | $429K | Buy |
8,600
+600
| +8% | +$29.9K | 0.03% | 257 |
|
|
2019
Q4 | $621K | Buy |
8,000
+6,700
| +515% | +$520K | 0.05% | 176 |
|
|
2019
Q3 | $96K | Sell |
1,300
-400
| -24% | -$29.5K | 0.01% | 377 |
|
|
2019
Q2 | $129K | Hold |
1,700
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $127K | Buy |
+1,700
| New | +$127K | 0.01% | 232 |
|