Patrick M. Sweeney & Associates’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 | $510K | Hold |
4,508
| – | – | 0.35% | 75 |
|
|
2025
Q1 | $431K | Hold |
4,508
| – | – | 0.32% | 80 |
|
|
2024
Q4 | $438K | Hold |
4,508
| – | – | 0.33% | 80 |
|
|
2024
Q3 | $407K | Hold |
4,508
| – | – | 0.3% | 85 |
|
|
2024
Q2 | $378K | Hold |
4,508
| – | – | 0.31% | 82 |
|
|
2024
Q1 | $440K | Buy |
4,508
+2,408
| +115% | +$235K | 0.36% | 72 |
|
|
2023
Q4 | $208K | Buy |
+2,100
| New | +$208K | 0.19% | 122 |
|