Wealth Enhancement Advisory Services’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 | $7.53M | Buy |
66,545
+7,209
| +12% | +$816K | 0.01% | 728 |
|
|
2025
Q1 | $5.67M | Sell |
59,336
-61
| -0.1% | -$5.83K | 0.01% | 783 |
|
|
2024
Q4 | $5.76M | Buy |
59,397
+8,865
| +18% | +$860K | 0.01% | 746 |
|
|
2024
Q3 | $4.56M | Buy |
50,532
+5,824
| +13% | +$525K | 0.01% | 758 |
|
|
2024
Q2 | $3.75M | Buy |
44,708
+888
| +2% | +$74.5K | 0.01% | 774 |
|
|
2024
Q1 | $4.28M | Buy |
43,820
+557
| +1% | +$54.4K | 0.01% | 706 |
|
|
2023
Q4 | $4.28M | Sell |
43,263
-2,016
| -4% | -$199K | 0.01% | 648 |
|
|
2023
Q3 | $3.82M | Buy |
+45,279
| New | +$3.82M | 0.01% | 646 |
|