Silverlake 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 | $443K | Sell |
4,001
-446
| -10% | -$49.3K | 0.13% | 182 |
|
|
2025
Q1 | $425K | Buy |
4,447
+4
| +0.1% | +$382 | 0.16% | 150 |
|
|
2024
Q4 | $431K | Buy |
4,443
+5
| +0.1% | +$485 | 0.17% | 147 |
|
|
2024
Q3 | $400K | Buy |
4,438
+6
| +0.1% | +$541 | 0.15% | 163 |
|
|
2024
Q2 | $372K | Buy |
4,432
+5
| +0.1% | +$419 | 0.15% | 166 |
|
|
2024
Q1 | $432K | Sell |
4,427
-595
| -12% | -$58.1K | 0.22% | 122 |
|
|
2023
Q4 | $497K | Buy |
5,022
+580
| +13% | +$57.4K | 0.27% | 94 |
|
|
2023
Q3 | $375K | Buy |
4,442
+5
| +0.1% | +$422 | 0.21% | 133 |
|
|
2023
Q2 | $401K | Buy |
4,437
+205
| +5% | +$18.5K | 0.22% | 114 |
|
|
2023
Q1 | $377K | Buy |
4,232
+527
| +14% | +$47K | 0.23% | 119 |
|
|
2022
Q4 | $336K | Hold |
3,705
| – | – | 0.21% | 127 |
|
|
2022
Q3 | $325K | Buy |
3,705
+158
| +4% | +$13.8K | 0.22% | 120 |
|
|
2022
Q2 | $341K | Buy |
3,547
+2
| +0.1% | +$192 | 0.22% | 116 |
|
|
2022
Q1 | $418K | Buy |
3,545
+28
| +0.8% | +$3.3K | 0.24% | 115 |
|
|
2021
Q4 | $379K | Buy |
+3,517
| New | +$379K | 0.2% | 121 |
|