Wealthspire Advisors (New York)’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 | $713K | Buy |
6,446
+216
| +3% | +$23.9K | ﹤0.01% | 452 |
|
|
2025
Q1 | $595K | Sell |
6,230
-125
| -2% | -$11.9K | ﹤0.01% | 478 |
|
|
2024
Q4 | $617K | Buy |
6,355
+125
| +2% | +$12.1K | 0.01% | 464 |
|
|
2024
Q3 | $562K | Hold |
6,230
| – | – | 0.01% | 468 |
|
|
2024
Q2 | $522K | Buy |
+6,230
| New | +$522K | 0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-260
| Closed | -$17K | – | 143 |
|
|
2018
Q4 | $17K | Buy |
+260
| New | +$17K | ﹤0.01% | 371 |
|