Ameriprise’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.98M | Buy |
50,792
+6,107
| +14% | +$849K | ﹤0.01% | 2096 |
|
|
2025
Q4 | $6.57M | Buy |
44,685
+2,124
| +5% | +$269K | ﹤0.01% | 2237 |
|
|
2025
Q3 | $6.26M | Sell |
42,561
-228
| -0.5% | -$27K | ﹤0.01% | 2261 |
|
|
2025
Q2 | $5.27M | Sell |
42,789
-9,744
| -19% | -$982K | ﹤0.01% | 2321 |
|
|
2025
Q1 | $5.97M | Buy |
52,533
+613
| +1% | +$60.6K | ﹤0.01% | 2176 |
|
|
2024
Q4 | $5.72M | Sell |
51,920
-8,794
| -14% | -$831K | ﹤0.01% | 2273 |
|
|
2024
Q3 | $6.28M | Buy |
60,714
+2,215
| +4% | +$189K | ﹤0.01% | 2215 |
|
|
2024
Q2 | $5.69M | Sell |
58,499
-22,545
| -28% | -$2.05M | ﹤0.01% | 2215 |
|
|
2024
Q1 | $9.26M | Buy |
81,044
+9,175
| +13% | +$866K | ﹤0.01% | 1856 |
|
|
2023
Q4 | $8.06M | Sell |
71,869
-2,236
| -3% | -$187K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $7.3M | Buy |
74,105
+5,823
| +9% | +$512K | ﹤0.01% | 1975 |
|
|
2023
Q2 | $7.03M | Sell |
68,282
-15,597
| -19% | -$1.38M | ﹤0.01% | 2079 |
|
|
2023
Q1 | $8.66M | Buy |
83,879
+13,266
| +19% | +$1.26M | ﹤0.01% | 1884 |
|
|
2022
Q4 | $6.8M | Buy |
70,613
+20,617
| +41% | +$1.91M | ﹤0.01% | 2074 |
|
|
2022
Q3 | $4.38M | Buy |
49,996
+16,903
| +51% | +$1.63M | ﹤0.01% | 2314 |
|
|
2022
Q2 | $3.18M | Sell |
33,093
-23,061
| -41% | -$2.45M | ﹤0.01% | 2580 |
|
|
2022
Q1 | $6.34M | Buy |
56,154
+10,424
| +23% | +$1.21M | ﹤0.01% | 2263 |
|
|
2021
Q4 | $4.76M | Buy |
45,730
+10,893
| +31% | +$1.17M | ﹤0.01% | 2492 |
|
|
2021
Q3 | $3.47M | Buy |
34,837
+896
| +3% | +$90.2K | ﹤0.01% | 2620 |
|
|
2021
Q2 | $3.48M | Sell |
33,941
-258
| -0.8% | -$25.5K | ﹤0.01% | 2681 |
|
|
2021
Q1 | $3.05M | Buy |
34,199
+49
| +0.1% | +$4K | ﹤0.01% | 2681 |
|
|
2020
Q4 | $2.6M | Buy |
34,150
+184
| +0.5% | +$12.6K | ﹤0.01% | 2663 |
|
|
2020
Q3 | $1.98M | Buy |
33,966
+483
| +1% | +$28K | ﹤0.01% | 2673 |
|
|
2020
Q2 | $1.78M | Sell |
33,483
-1,964
| -6% | -$100K | ﹤0.01% | 2669 |
|
|
2020
Q1 | $1.78M | Buy |
35,447
+1,586
| +5% | +$108K | ﹤0.01% | 2539 |
|
|
2019
Q4 | $2.65M | Buy |
33,861
+111
| +0.3% | +$8.36K | ﹤0.01% | 2592 |
|
|
2019
Q3 | $2.49M | Buy |
33,750
+855
| +3% | +$62.3K | ﹤0.01% | 2599 |
|
|
2019
Q2 | $2.48M | Buy |
32,895
+6,594
| +25% | +$504K | ﹤0.01% | 2614 |
|
|
2019
Q1 | $1.97M | Buy |
26,301
+622
| +2% | +$46K | ﹤0.01% | 2745 |
|
|
2018
Q4 | $1.68M | Sell |
25,679
-808
| -3% | -$59.9K | ﹤0.01% | 2721 |
|
|
2018
Q3 | $2.19M | Buy |
26,487
+415
| +2% | +$33.4K | ﹤0.01% | 2786 |
|
|
2018
Q2 | $2.02M | Sell |
26,072
-34,411
| -57% | -$2.65M | ﹤0.01% | 2733 |
|
|
2018
Q1 | $4.57M | Buy |
60,483
+759
| +1% | +$59.7K | ﹤0.01% | 2234 |
|
|
2017
Q4 | $4.78M | Sell |
59,724
-1,645
| -3% | -$128K | ﹤0.01% | 2172 |
|
|
2017
Q3 | $4.65M | Sell |
61,369
-250
| -0.4% | -$18.6K | ﹤0.01% | 2141 |
|
|
2017
Q2 | $4.52M | Sell |
61,619
-1,264,143
| -95% | -$89.5M | ﹤0.01% | 2151 |
|
|
2017
Q1 | $99.2M | Sell |
1,325,762
-86,168
| -6% | -$6.51M | 0.05% | 353 |
|
|
2016
Q4 | $102M | Buy |
1,411,930
+388,826
| +38% | +$25.9M | 0.06% | 343 |
|
|
2016
Q3 | $67.1M | Buy |
1,023,104
+94,639
| +10% | +$6.15M | 0.04% | 425 |
|
|
2016
Q2 | $58.9M | Sell |
928,465
-84,831
| -8% | -$5.38M | 0.03% | 434 |
|
|
2016
Q1 | $61.5M | Sell |
1,013,296
-77,797
| -7% | -$4.26M | 0.04% | 423 |
|
|
2015
Q4 | $61.6M | Sell |
1,091,093
-41,135
| -4% | -$2.37M | 0.04% | 420 |
|
|
2015
Q3 | $61.8M | Buy |
1,132,228
+20,775
| +2% | +$1.14M | 0.04% | 407 |
|
|
2015
Q2 | $65.9M | Sell |
1,111,453
-293,164
| -21% | -$18.4M | 0.04% | 424 |
|
|
2015
Q1 | $84.2M | Sell |
1,404,617
-818,463
| -37% | -$50.8M | 0.05% | 362 |
|
|
2014
Q4 | $157M | Buy |
2,223,080
+135,194
| +6% | +$9.68M | 0.09% | 226 |
|
|
2014
Q3 | $154M | Buy |
2,087,886
+105,312
| +5% | +$7.92M | 0.09% | 231 |
|
|
2014
Q2 | $146M | Buy |
1,982,574
+203,393
| +11% | +$14.2M | 0.09% | 234 |
|
|
2014
Q1 | $119M | Sell |
1,779,181
-32,138
| -2% | -$2.09M | 0.07% | 277 |
|
|
2013
Q4 | $121M | Buy |
1,811,319
+158,230
| +10% | +$10.8M | 0.07% | 279 |
|
|
2013
Q3 | $110M | Buy |
1,653,089
+154,943
| +10% | +$9.72M | 0.07% | 290 |
|
|
2013
Q2 | $86.9M | Buy |
+1,498,146
| New | +$90.8M | 0.06% | 351 |
|
Other funds holding BMO
VCM
