WFA of San Diego’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 | $27.7K | Buy |
+250
| New | +$27.7K | 0.02% | 246 |
|
|
2024
Q3 | $22.6K | Hold |
250
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $21K | Buy |
+250
| New | +$21K | 0.02% | 236 |
|
|
2023
Q3 | $21.1K | Hold |
250
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $22.6K | Buy |
+250
| New | +$22.6K | 0.02% | 224 |
|
|
2023
Q1 | – | Sell |
-250
| Closed | -$22.7K | – | 103 |
|
|
2022
Q4 | $22.7K | Buy |
+250
| New | +$22.7K | 0.02% | 277 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$24K | – | 118 |
|
|
2022
Q2 | $24K | Buy |
+250
| New | +$24K | 0.02% | 209 |
|