World Investment Advisors’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 | $550K | Sell |
4,972
-20
| -0.4% | -$2.21K | 0.01% | 699 |
|
|
2025
Q1 | $477K | Buy |
4,992
+29
| +0.6% | +$2.77K | 0.01% | 702 |
|
|
2024
Q4 | $482K | Buy |
4,963
+1,206
| +32% | +$117K | 0.01% | 672 |
|
|
2024
Q3 | $339K | Sell |
3,757
-432
| -10% | -$39K | 0.01% | 695 |
|
|
2024
Q2 | $351K | Buy |
4,189
+500
| +14% | +$41.9K | 0.02% | 464 |
|
|
2024
Q1 | $360K | Sell |
3,689
-500
| -12% | -$48.8K | 0.05% | 274 |
|
|
2023
Q4 | $414K | Buy |
+4,189
| New | +$414K | 0.05% | 254 |
|