PDS Planning’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 | $480K | Buy |
4,335
+279
| +7% | +$30.9K | 0.04% | 249 |
|
|
2025
Q1 | $387K | Buy |
4,056
+309
| +8% | +$29.5K | 0.03% | 264 |
|
|
2024
Q4 | $364K | Buy |
3,747
+305
| +9% | +$29.6K | 0.03% | 245 |
|
|
2024
Q3 | $310K | Sell |
3,442
-83
| -2% | -$7.49K | 0.03% | 286 |
|
|
2024
Q2 | $296K | Sell |
3,525
-149
| -4% | -$12.5K | 0.03% | 261 |
|
|
2024
Q1 | $359K | Buy |
3,674
+91
| +3% | +$8.89K | 0.04% | 217 |
|
|
2023
Q4 | $355K | Buy |
3,583
+669
| +23% | +$66.2K | 0.04% | 207 |
|
|
2023
Q3 | $246K | Sell |
2,914
-13
| -0.4% | -$1.1K | 0.03% | 245 |
|
|
2023
Q2 | $264K | Sell |
2,927
-75
| -2% | -$6.77K | 0.03% | 240 |
|
|
2023
Q1 | $268K | Buy |
+3,002
| New | +$268K | 0.04% | 217 |
|