SVB Wealth’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 |
-5,259
| Closed | -$502K | – | 668 |
|
|
2025
Q1 | $502K | Buy |
5,259
+83
| +2% | +$7.93K | 0.02% | 214 |
|
|
2024
Q4 | $502K | Buy |
+5,176
| New | +$502K | 0.01% | 420 |
|
|
2022
Q3 | – | Sell |
-2,126
| Closed | -$204K | – | 992 |
|
|
2022
Q2 | $204K | Sell |
2,126
-1,325
| -38% | -$127K | ﹤0.01% | 677 |
|
|
2022
Q1 | $407K | Buy |
3,451
+486
| +16% | +$57.3K | 0.01% | 494 |
|
|
2021
Q4 | $319K | Sell |
2,965
-2,815
| -49% | -$303K | 0.01% | 557 |
|
|
2021
Q3 | $577K | Buy |
5,780
+2,436
| +73% | +$243K | 0.01% | 556 |
|
|
2021
Q2 | $343K | Buy |
3,344
+324
| +11% | +$33.2K | ﹤0.01% | 698 |
|
|
2021
Q1 | $269K | Buy |
3,020
+92
| +3% | +$8.2K | ﹤0.01% | 730 |
|
|
2020
Q4 | $223K | Buy |
+2,928
| New | +$223K | ﹤0.01% | 719 |
|