Pathstone Holdings’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 | $1.45M | Buy |
13,098
+1,586
| +14% | +$175K | 0.01% | 1187 |
|
|
2025
Q1 | $1.1M | Sell |
11,512
-241
| -2% | -$23K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $1.14M | Buy |
11,753
+204
| +2% | +$19.8K | 0.01% | 1294 |
|
|
2024
Q3 | $1.04M | Sell |
11,549
-674
| -6% | -$60.8K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $1.02M | Sell |
12,223
-1,650
| -12% | -$138K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $1.36M | Sell |
13,873
-176
| -1% | -$17.2K | 0.01% | 1100 |
|
|
2023
Q4 | $1.4M | Buy |
+14,049
| New | +$1.4M | 0.01% | 897 |
|