Venturi 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
Q1 | – | Sell |
-143
| Closed | -$13.9K | – | 725 |
|
|
2024
Q4 | $13.9K | Buy |
143
+9
| +7% | +$874 | ﹤0.01% | 1350 |
|
|
2024
Q3 | $12.1K | Buy |
134
+60
| +81% | +$5.41K | ﹤0.01% | 1142 |
|
|
2024
Q2 | $6.21K | Buy |
74
+14
| +23% | +$1.17K | ﹤0.01% | 1188 |
|
|
2024
Q1 | $5.86K | Hold |
60
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $5.94K | Hold |
60
| – | – | ﹤0.01% | 995 |
|
|
2023
Q3 | $5.06K | Hold |
60
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $5.42K | Hold |
60
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $5.35K | Buy |
+60
| New | +$5.35K | ﹤0.01% | 811 |
|
|
2021
Q3 | – | Sell |
-60
| Closed | -$6K | – | 308 |
|
|
2021
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 307 |
|