Wealth Alliance’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 | $904K | Buy |
8,173
+27
| +0.3% | +$2.99K | 0.1% | 182 |
|
|
2025
Q1 | $778K | Buy |
8,146
+142
| +2% | +$13.6K | 0.09% | 194 |
|
|
2024
Q4 | $777K | Buy |
+8,004
| New | +$777K | 0.09% | 198 |
|
|
2024
Q1 | – | Sell |
-2,424
| Closed | -$240K | – | 521 |
|
|
2023
Q4 | $240K | Buy |
+2,424
| New | +$240K | 0.03% | 443 |
|