Vise Technologies’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 | $2.41M | Buy |
+21,816
| New | +$2.41M | 0.1% | 216 |
|
|
2024
Q4 | $1M | Buy |
10,320
+1,715
| +20% | +$166K | 0.08% | 253 |
|
|
2024
Q3 | $776K | Buy |
8,605
+2,490
| +41% | +$225K | 0.1% | 200 |
|
|
2024
Q2 | $513K | Buy |
6,115
+788
| +15% | +$66.1K | 0.09% | 219 |
|
|
2024
Q1 | $520K | Buy |
5,327
+1,832
| +52% | +$179K | 0.1% | 196 |
|
|
2023
Q4 | $346K | Buy |
3,495
+437
| +14% | +$43.2K | 0.07% | 244 |
|
|
2023
Q3 | $258K | Sell |
3,058
-365
| -11% | -$30.8K | 0.06% | 274 |
|
|
2023
Q2 | $309K | Sell |
3,423
-1,200
| -26% | -$108K | 0.07% | 241 |
|
|
2023
Q1 | $412K | Sell |
4,623
-19
| -0.4% | -$1.69K | 0.11% | 194 |
|
|
2022
Q4 | $421K | Sell |
4,642
-219
| -5% | -$19.8K | 0.13% | 177 |
|
|
2022
Q3 | $426K | Buy |
4,861
+297
| +7% | +$26K | 0.16% | 152 |
|
|
2022
Q2 | $439K | Buy |
4,564
+2,787
| +157% | +$268K | 0.17% | 143 |
|
|
2022
Q1 | $210K | Buy |
+1,777
| New | +$210K | 0.08% | 228 |
|