Rothschild Investment LLC’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 | $55.1K | Buy |
498
+5
| +1% | +$553 | ﹤0.01% | 759 |
|
|
2025
Q1 | $47K | Buy |
493
+6
| +1% | +$573 | ﹤0.01% | 783 |
|
|
2024
Q4 | $47.3K | Buy |
487
+5
| +1% | +$486 | ﹤0.01% | 790 |
|
|
2024
Q3 | $43.5K | Buy |
482
+7
| +1% | +$631 | ﹤0.01% | 811 |
|
|
2024
Q2 | $39.8K | Buy |
475
+275
| +138% | +$23.1K | ﹤0.01% | 803 |
|
|
2024
Q1 | $19.5K | Hold |
200
| – | – | ﹤0.01% | 928 |
|
|
2023
Q4 | $19.8K | Buy |
+200
| New | +$19.8K | ﹤0.01% | 868 |
|