Addenda Capital’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 | $133M | Buy |
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|
2025
Q2 | $101M | Sell |
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|
2025
Q1 | $95.2M | Sell |
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|
2024
Q4 | $106M | Buy |
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|
2024
Q3 | $88M | Sell |
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|
2024
Q2 | $98.9M | Sell |
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|
2024
Q1 | $119M | Buy |
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|
2023
Q4 | $111M | Buy |
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|
2023
Q3 | $85.3M | Sell |
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|
2023
Q2 | $89.3M | Sell |
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|
2023
Q1 | $90.7M | Sell |
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|
2022
Q4 | $92.8M | Buy |
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|
2022
Q3 | $86.3M | Buy |
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|
2022
Q2 | $88.2M | Buy |
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|
2022
Q1 | $90.2M | Buy |
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|
2021
Q4 | $62M | Buy |
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|
2021
Q3 | $3.16M | Buy |
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|
2021
Q2 | $3.15M | Buy |
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|
2021
Q1 | $1.28M | Hold |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $751K | Buy |
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|
2020
Q2 | $660K | Buy |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $948K | Sell |
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|
2018
Q4 | $843K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $670K | Buy |
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|
2017
Q4 | $700K | Sell |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $2.02M | Hold |
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|
2016
Q4 | $1.96M | Sell |
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|
2016
Q3 | $11.3M | Hold |
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|
2016
Q2 | $11.3M | Sell |
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|
2016
Q1 | $38.4M | Sell |
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|
2015
Q4 | $42.8M | Buy |
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|
2015
Q3 | $40.8M | Buy |
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|
2015
Q2 | $44.5M | Sell |
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|
2015
Q1 | $45.1M | Buy |
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|
2014
Q4 | $49.3M | Buy |
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|
2014
Q3 | $1.99M | Hold |
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|
2014
Q2 | $1.99M | Sell |
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|
2014
Q1 | $2.12M | Hold |
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|
2013
Q4 | $2.11M | Sell |
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|
2013
Q3 | $2.29M | Hold |
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|
2013
Q2 | $1.98M | Buy |
|