Winch Advisory Services’s Bank of Montreal BMO Stock Holding History

Winch Advisory Services’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.7K	Hold	350	–	–	0.01%	180
2025 Q1	$33.4K	Hold	350	–	–	0.01%	182
2024 Q4	$34K	Hold	350	–	–	0.01%	185
2024 Q3	$31.6K	Hold	350	–	–	0.01%	186
2024 Q2	$29.3K	Sell	350 -292	-45%	-$24.5K	0.01%	190
2024 Q1	$62.7K	Buy	642 +292	+83%	+$28.5K	0.02%	132
2023 Q4	$34.6K	Hold	350	–	–	0.01%	168
2023 Q3	$30K	Hold	350	–	–	0.01%	169
2023 Q2	$32K	Hold	350	–	–	0.01%	159
2023 Q1	$31K	Hold	350	–	–	0.01%	155
2022 Q4	$32K	Hold	350	–	–	0.01%	145
2022 Q3	$31K	Hold	350	–	–	0.01%	137
2022 Q2	$34K	Hold	350	–	–	0.01%	139
2022 Q1	$41K	Hold	350	–	–	0.01%	143
2021 Q4	$38K	Hold	350	–	–	0.01%	146
2021 Q3	$35K	Hold	350	–	–	0.01%	154
2021 Q2	$36K	Hold	350	–	–	0.01%	147
2021 Q1	$31K	Hold	350	–	–	0.01%	150
2020 Q4	$27K	Sell	350 -86	-20%	-$6.63K	0.01%	134
2020 Q3	$25K	Buy	436 +86	+25%	+$4.93K	0.01%	130
2020 Q2	$19K	Hold	350	–	–	0.01%	141
2020 Q1	$18K	Hold	350	–	–	0.01%	132
2019 Q4	$27K	Hold	350	–	–	0.01%	142
2019 Q3	$26K	Hold	350	–	–	0.01%	133
2019 Q2	$26K	Sell	350 -38	-10%	-$2.82K	0.01%	138
2019 Q1	$29K	Buy	388 +38	+11%	+$2.84K	0.02%	140
2018 Q4	$23K	Sell	350 -148	-30%	-$9.73K	0.01%	130
2018 Q3	$41K	Sell	498 -73	-13%	-$6.01K	0.02%	115
2018 Q2	$44K	Sell	571 -430	-43%	-$33.1K	0.02%	120
2018 Q1	$76K	Sell	1,001 -88	-8%	-$6.68K	0.04%	98
2017 Q4	$87K	Buy	1,089 +1	+0.1%	+$80	0.05%	79
2017 Q3	$82K	Buy	1,088 +1	+0.1%	+$75	0.05%	72
2017 Q2	$80K	Buy	1,087 +109	+11%	+$8.02K	0.05%	95
2017 Q1	$73K	Hold	978	–	–	0.05%	103
2016 Q4	$70K	Hold	978	–	–	0.05%	89
2016 Q3	$64K	Hold	978	–	–	0.05%	85
2016 Q2	$62K	Hold	978	–	–	0.08%	70
2016 Q1	$59K	Hold	978	–	–	0.1%	39
2015 Q4	$55K	Hold	978	–	–	0.06%	45
2015 Q3	$53K	Hold	978	–	–	0.08%	48
2015 Q2	$58K	Sell	978 -511	-34%	-$30.3K	0.03%	106
2015 Q1	$89K	Buy	+1,489	New	+$89K	0.05%	69
2014 Q4	–	Sell	-1,483	Closed	-$109K	–	54
2014 Q3	$109K	Buy	1,483 +2	+0.1%	+$147	0.07%	63
2014 Q2	$109K	Buy	1,481 +2	+0.1%	+$147	0.06%	82
2014 Q1	$99K	Buy	+1,479	New	+$99K	0.06%	92