World Investment Advisors’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Sell
2025
Q2
$550K Sell
2025
Q1
$477K Buy
2024
Q4
$482K Buy
2024
Q3
$339K Sell
2024
Q2
$351K Buy
2024
Q1
$360K Sell
2023
Q4
$414K Buy