Advisors Asset Management’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 | $984K | Sell |
8,896
-2,252
| -20% | -$249K | 0.02% | 779 |
|
|
2025
Q1 | $1.06M | Buy |
11,148
+1,370
| +14% | +$131K | 0.02% | 728 |
|
|
2024
Q4 | $949K | Sell |
9,778
-1,515
| -13% | -$147K | 0.02% | 755 |
|
|
2024
Q3 | $1.02M | Sell |
11,293
-1,496
| -12% | -$135K | 0.02% | 732 |
|
|
2024
Q2 | $1.07M | Sell |
12,789
-3,114
| -20% | -$261K | 0.02% | 703 |
|
|
2024
Q1 | $1.55M | Sell |
15,903
-140
| -0.9% | -$13.7K | 0.03% | 631 |
|
|
2023
Q4 | $1.59M | Sell |
16,043
-1,105
| -6% | -$109K | 0.03% | 596 |
|
|
2023
Q3 | $1.45M | Buy |
17,148
+1,129
| +7% | +$95.3K | 0.03% | 593 |
|
|
2023
Q2 | $1.45M | Buy |
16,019
+367
| +2% | +$33.1K | 0.03% | 621 |
|
|
2023
Q1 | $1.39M | Buy |
15,652
+1,170
| +8% | +$104K | 0.03% | 634 |
|
|
2022
Q4 | $1.31M | Buy |
14,482
+555
| +4% | +$50.3K | 0.03% | 635 |
|
|
2022
Q3 | $1.22M | Buy |
13,927
+233
| +2% | +$20.4K | 0.03% | 652 |
|
|
2022
Q2 | $1.32M | Sell |
13,694
-210
| -2% | -$20.2K | 0.03% | 654 |
|
|
2022
Q1 | $1.64M | Buy |
13,904
+1,578
| +13% | +$186K | 0.03% | 647 |
|
|
2021
Q4 | $1.33M | Buy |
12,326
+1,656
| +16% | +$178K | 0.02% | 751 |
|
|
2021
Q3 | $1.06M | Buy |
10,670
+1,315
| +14% | +$131K | 0.02% | 794 |
|
|
2021
Q2 | $959K | Buy |
9,355
+2,278
| +32% | +$234K | 0.01% | 849 |
|
|
2021
Q1 | $631K | Buy |
7,077
+410
| +6% | +$36.6K | 0.01% | 961 |
|
|
2020
Q4 | $507K | Sell |
6,667
-70
| -1% | -$5.32K | 0.01% | 963 |
|
|
2020
Q3 | $394K | Sell |
6,737
-281
| -4% | -$16.4K | 0.01% | 987 |
|
|
2020
Q2 | $372K | Sell |
7,018
-475
| -6% | -$25.2K | 0.01% | 995 |
|
|
2020
Q1 | $377K | Buy |
7,493
+79
| +1% | +$3.98K | 0.01% | 926 |
|
|
2019
Q4 | $575K | Sell |
7,414
-966
| -12% | -$74.9K | 0.01% | 942 |
|
|
2019
Q3 | $618K | Sell |
8,380
-1,785
| -18% | -$132K | 0.01% | 914 |
|
|
2019
Q2 | $767K | Sell |
10,165
-1,336
| -12% | -$101K | 0.01% | 874 |
|
|
2019
Q1 | $861K | Sell |
11,501
-2,266
| -16% | -$170K | 0.02% | 877 |
|
|
2018
Q4 | $900K | Sell |
13,767
-2,460
| -15% | -$161K | 0.02% | 799 |
|
|
2018
Q3 | $1.34M | Sell |
16,227
-876
| -5% | -$72.3K | 0.02% | 731 |
|
|
2018
Q2 | $1.32M | Buy |
17,103
+568
| +3% | +$43.9K | 0.02% | 743 |
|
|
2018
Q1 | $1.26M | Buy |
16,535
+725
| +5% | +$55.1K | 0.02% | 752 |
|
|
2017
Q4 | $1.27M | Buy |
15,810
+808
| +5% | +$64.7K | 0.02% | 759 |
|
|
2017
Q3 | $1.14M | Sell |
15,002
-997
| -6% | -$75.5K | 0.02% | 810 |
|
|
2017
Q2 | $1.18M | Sell |
15,999
-1,840
| -10% | -$135K | 0.02% | 813 |
|
|
2017
Q1 | $1.33M | Sell |
17,839
-4,294
| -19% | -$321K | 0.02% | 773 |
|
|
2016
Q4 | $1.59M | Sell |
22,133
-2,889
| -12% | -$208K | 0.03% | 716 |
|
|
2016
Q3 | $1.64M | Sell |
25,022
-2,822
| -10% | -$185K | 0.03% | 688 |
|
|
2016
Q2 | $1.77M | Buy |
27,844
+803
| +3% | +$50.9K | 0.03% | 685 |
|
|
2016
Q1 | $1.64M | Buy |
27,041
+2,732
| +11% | +$166K | 0.03% | 699 |
|
|
2015
Q4 | $1.37M | Buy |
24,309
+1,035
| +4% | +$58.4K | 0.02% | 786 |
|
|
2015
Q3 | $1.27M | Sell |
23,274
-3,433
| -13% | -$187K | 0.02% | 808 |
|
|
2015
Q2 | $1.58M | Sell |
26,707
-2,720
| -9% | -$161K | 0.02% | 756 |
|
|
2015
Q1 | $1.77M | Sell |
29,427
-1,324
| -4% | -$79.4K | 0.02% | 712 |
|
|
2014
Q4 | $2.18M | Sell |
30,751
-2,134
| -6% | -$151K | 0.03% | 610 |
|
|
2014
Q3 | $2.42M | Sell |
32,885
-299
| -0.9% | -$22K | 0.03% | 549 |
|
|
2014
Q2 | $2.44M | Buy |
33,184
+2,102
| +7% | +$155K | 0.03% | 535 |
|
|
2014
Q1 | $2.08M | Buy |
31,082
+6,253
| +25% | +$419K | 0.03% | 541 |
|
|
2013
Q4 | $1.66M | Buy |
24,829
+3,348
| +16% | +$223K | 0.03% | 566 |
|
|
2013
Q3 | $1.44M | Buy |
21,481
+2,957
| +16% | +$198K | 0.03% | 566 |
|
|
2013
Q2 | $1.08M | Buy |
+18,524
| New | +$1.08M | 0.02% | 621 |
|