Tradition 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 | $562K | Buy |
5,079
+215
| +4% | +$23.8K | 0.04% | 249 |
|
|
2025
Q1 | $465K | Hold |
4,864
| – | – | 0.04% | 263 |
|
|
2024
Q4 | $472K | Sell |
4,864
-85
| -2% | -$8.25K | 0.04% | 256 |
|
|
2024
Q3 | $446K | Hold |
4,949
| – | – | 0.04% | 261 |
|
|
2024
Q2 | $415K | Buy |
4,949
+1,985
| +67% | +$166K | 0.04% | 262 |
|
|
2024
Q1 | $290K | Buy |
2,964
+11
| +0.4% | +$1.07K | 0.03% | 305 |
|
|
2023
Q4 | $292K | Sell |
2,953
-1,420
| -32% | -$140K | 0.03% | 277 |
|
|
2023
Q3 | $369K | Sell |
4,373
-177
| -4% | -$14.9K | 0.04% | 220 |
|
|
2023
Q2 | $411K | Sell |
4,550
-962
| -17% | -$86.9K | 0.05% | 204 |
|
|
2023
Q1 | $491K | Sell |
5,512
-751
| -12% | -$66.9K | 0.06% | 173 |
|
|
2022
Q4 | $567K | Sell |
6,263
-150
| -2% | -$13.6K | 0.08% | 147 |
|
|
2022
Q3 | $562K | Buy |
6,413
+70
| +1% | +$6.13K | 0.08% | 145 |
|
|
2022
Q2 | $610K | Buy |
6,343
+216
| +4% | +$20.8K | 0.09% | 145 |
|
|
2022
Q1 | $723K | Buy |
6,127
+904
| +17% | +$107K | 0.09% | 150 |
|
|
2021
Q4 | $563K | Buy |
5,223
+1,537
| +42% | +$166K | 0.07% | 174 |
|
|
2021
Q3 | $368K | Buy |
+3,686
| New | +$368K | 0.05% | 201 |
|