West Family Investments’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 | $422K | Buy |
3,810
+1,533
| +67% | +$170K | 0.11% | 197 |
|
|
2025
Q1 | $217K | Hold |
2,277
| – | – | 0.08% | 224 |
|
|
2024
Q4 | $221K | Sell |
2,277
-97
| -4% | -$9.41K | 0.08% | 248 |
|
|
2024
Q3 | $214K | Buy |
+2,374
| New | +$214K | 0.07% | 263 |
|
|
2023
Q4 | – | Sell |
-2,654
| Closed | -$224K | – | 245 |
|
|
2023
Q3 | $224K | Buy |
+2,654
| New | +$224K | 0.08% | 197 |
|
|
2022
Q2 | – | Sell |
-2,420
| Closed | -$285K | – | 242 |
|
|
2022
Q1 | $285K | Buy |
2,420
+71
| +3% | +$8.36K | 0.08% | 198 |
|
|
2021
Q4 | $253K | Sell |
2,349
-301
| -11% | -$32.4K | 0.07% | 242 |
|
|
2021
Q3 | $264K | Sell |
2,650
-55
| -2% | -$5.48K | 0.07% | 235 |
|
|
2021
Q2 | $277K | Buy |
+2,705
| New | +$277K | 0.08% | 243 |
|