Westwood Holdings Group’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 | $258K | Hold |
2,336
| – | – | ﹤0.01% | 430 |
|
|
2025
Q1 | $223K | Hold |
2,336
| – | – | ﹤0.01% | 450 |
|
|
2024
Q4 | $227K | Hold |
2,336
| – | – | ﹤0.01% | 468 |
|
|
2024
Q3 | $211K | Buy |
+2,336
| New | +$211K | ﹤0.01% | 464 |
|
|
2024
Q2 | – | Sell |
-2,336
| Closed | -$228K | – | 458 |
|
|
2024
Q1 | $228K | Hold |
2,336
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $231K | Buy |
+2,336
| New | +$231K | ﹤0.01% | 447 |
|
|
2023
Q3 | – | Sell |
-2,336
| Closed | -$211K | – | 458 |
|
|
2023
Q2 | $211K | Hold |
2,336
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $208K | Hold |
2,336
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $212K | Buy |
+2,336
| New | +$212K | ﹤0.01% | 488 |
|
|
2022
Q2 | – | Sell |
-2,336
| Closed | -$276K | – | 458 |
|
|
2022
Q1 | $276K | Sell |
2,336
-664
| -22% | -$78.5K | ﹤0.01% | 416 |
|
|
2021
Q4 | $323K | Buy |
+3,000
| New | +$323K | ﹤0.01% | 408 |
|