Ritholtz Wealth Management’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 | $1.2M | Sell |
10,860
-1,263
| -10% | -$140K | 0.03% | 414 |
|
|
2025
Q1 | $1.16M | Sell |
12,123
-2,349
| -16% | -$224K | 0.03% | 368 |
|
|
2024
Q4 | $1.4M | Buy |
14,472
+2,797
| +24% | +$271K | 0.04% | 292 |
|
|
2024
Q3 | $1.05M | Sell |
11,675
-367
| -3% | -$33.1K | 0.03% | 361 |
|
|
2024
Q2 | $1.01M | Sell |
12,042
-72
| -0.6% | -$6.04K | 0.03% | 349 |
|
|
2024
Q1 | $1.18M | Buy |
12,114
+3,684
| +44% | +$360K | 0.04% | 315 |
|
|
2023
Q4 | $834K | Sell |
8,430
-526
| -6% | -$52K | 0.03% | 366 |
|
|
2023
Q3 | $756K | Sell |
8,956
-3,528
| -28% | -$298K | 0.03% | 352 |
|
|
2023
Q2 | $1.13M | Buy |
12,484
+1,691
| +16% | +$153K | 0.05% | 246 |
|
|
2023
Q1 | $962K | Sell |
10,793
-13,339
| -55% | -$1.19M | 0.05% | 270 |
|
|
2022
Q4 | $2.19M | Buy |
24,132
+11,377
| +89% | +$1.03M | 0.12% | 117 |
|
|
2022
Q3 | $1.12M | Buy |
12,755
+2,993
| +31% | +$262K | 0.06% | 220 |
|
|
2022
Q2 | $939K | Buy |
9,762
+608
| +7% | +$58.5K | 0.06% | 194 |
|
|
2022
Q1 | $1.08M | Buy |
9,154
+5,402
| +144% | +$637K | 0.07% | 165 |
|
|
2021
Q4 | $404K | Buy |
3,752
+1,721
| +85% | +$185K | 0.03% | 343 |
|
|
2021
Q3 | $203K | Buy |
+2,031
| New | +$203K | 0.01% | 465 |
|