Townsend & Associates’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 | $255K | Hold |
2,225
| – | – | 0.03% | 96 |
|
|
2025
Q1 | $205K | Hold |
2,225
| – | – | 0.02% | 96 |
|
|
2024
Q4 | $223K | Hold |
2,225
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $208K | Buy |
+2,225
| New | +$208K | 0.02% | 99 |
|
|
2024
Q2 | – | Sell |
-2,225
| Closed | -$209K | – | 105 |
|
|
2024
Q1 | $209K | Hold |
2,225
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $214K | Buy |
+2,225
| New | +$214K | 0.03% | 102 |
|
|
2023
Q3 | – | Sell |
-2,225
| Closed | -$208K | – | 102 |
|
|
2023
Q2 | $208K | Hold |
2,225
| – | – | 0.05% | 120 |
|
|
2023
Q1 | $201K | Hold |
2,225
| – | – | 0.08% | 116 |
|
|
2022
Q4 | $226K | Hold |
2,225
| – | – | 0.11% | 102 |
|
|
2022
Q3 | $213K | Buy |
+2,225
| New | +$213K | 0.1% | 85 |
|