United Capital Financial Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $240K | Buy |
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