Studio Investment 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 | – | Sell |
-1,385
| Closed | -$132K | – | 183 |
|
|
2025
Q1 | $132K | Sell |
1,385
-103
| -7% | -$9.84K | 0.03% | 178 |
|
|
2024
Q4 | $144K | Sell |
1,488
-180
| -11% | -$17.5K | 0.03% | 169 |
|
|
2024
Q3 | $150K | Hold |
1,668
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $140K | Hold |
1,668
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $163K | Sell |
1,668
-15,350
| -90% | -$1.5M | 0.04% | 160 |
|
|
2023
Q4 | $1.68M | Buy |
17,018
+16,888
| +12,991% | +$1.67M | 0.43% | 61 |
|
|
2023
Q3 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 208 |
|