Ameriprise’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
$5.27M Sell
42,789
-9,744
-19% -$1.2M ﹤0.01% 2315
2025
Q1
$5.97M Buy
52,533
+613
+1% +$69.7K ﹤0.01% 2170
2024
Q4
$5.72M Sell
51,920
-8,794
-14% -$969K ﹤0.01% 2268
2024
Q3
$6.28M Buy
60,714
+2,215
+4% +$229K ﹤0.01% 2212
2024
Q2
$5.69M Sell
58,499
-22,545
-28% -$2.19M ﹤0.01% 2215
2024
Q1
$9.26M Buy
81,044
+9,175
+13% +$1.05M ﹤0.01% 1856
2023
Q4
$8.06M Sell
71,869
-2,236
-3% -$251K ﹤0.01% 1970
2023
Q3
$7.3M Buy
74,105
+5,823
+9% +$573K ﹤0.01% 1975
2023
Q2
$7.03M Sell
68,282
-15,597
-19% -$1.61M ﹤0.01% 2079
2023
Q1
$8.66M Buy
83,879
+13,266
+19% +$1.37M ﹤0.01% 1883
2022
Q4
$6.8M Buy
70,613
+20,617
+41% +$1.99M ﹤0.01% 2074
2022
Q3
$4.38M Buy
49,996
+16,903
+51% +$1.48M ﹤0.01% 2313
2022
Q2
$3.18M Sell
33,093
-23,061
-41% -$2.22M ﹤0.01% 2578
2022
Q1
$6.34M Buy
56,154
+10,424
+23% +$1.18M ﹤0.01% 2263
2021
Q4
$4.76M Buy
45,730
+10,893
+31% +$1.13M ﹤0.01% 2491
2021
Q3
$3.47M Buy
34,837
+896
+3% +$89.4K ﹤0.01% 2619
2021
Q2
$3.48M Sell
33,941
-258
-0.8% -$26.5K ﹤0.01% 2680
2021
Q1
$3.05M Buy
34,199
+49
+0.1% +$4.37K ﹤0.01% 2680
2020
Q4
$2.6M Buy
34,150
+184
+0.5% +$14K ﹤0.01% 2660
2020
Q3
$1.98M Buy
33,966
+483
+1% +$28.2K ﹤0.01% 2671
2020
Q2
$1.78M Sell
33,483
-1,964
-6% -$104K ﹤0.01% 2669
2020
Q1
$1.78M Buy
35,447
+1,586
+5% +$79.7K ﹤0.01% 2539
2019
Q4
$2.65M Buy
33,861
+111
+0.3% +$8.68K ﹤0.01% 2592
2019
Q3
$2.49M Buy
33,750
+855
+3% +$63.1K ﹤0.01% 2597
2019
Q2
$2.48M Buy
32,895
+6,594
+25% +$498K ﹤0.01% 2612
2019
Q1
$1.97M Buy
26,301
+622
+2% +$46.5K ﹤0.01% 2743
2018
Q4
$1.68M Sell
25,679
-808
-3% -$52.7K ﹤0.01% 2718
2018
Q3
$2.19M Buy
26,487
+415
+2% +$34.3K ﹤0.01% 2784
2018
Q2
$2.02M Sell
26,072
-34,411
-57% -$2.66M ﹤0.01% 2730
2018
Q1
$4.57M Buy
60,483
+759
+1% +$57.3K ﹤0.01% 2232
2017
Q4
$4.78M Sell
59,724
-1,645
-3% -$132K ﹤0.01% 2171
2017
Q3
$4.65M Sell
61,369
-250
-0.4% -$18.9K ﹤0.01% 2141
2017
Q2
$4.52M Sell
61,619
-1,264,143
-95% -$92.8M ﹤0.01% 2151
2017
Q1
$99.2M Sell
1,325,762
-86,168
-6% -$6.44M 0.05% 353
2016
Q4
$102M Buy
1,411,930
+388,826
+38% +$28M 0.06% 343
2016
Q3
$67.1M Buy
1,023,104
+94,639
+10% +$6.21M 0.04% 424
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% -$4.72M 0.04% 423
2015
Q4
$61.6M Sell
1,091,093
-41,135
-4% -$2.32M 0.04% 420
2015
Q3
$61.8M Buy
1,132,228
+20,775
+2% +$1.13M 0.04% 407
2015
Q2
$65.9M Sell
1,111,453
-293,164
-21% -$17.4M 0.04% 424
2015
Q1
$84.2M Sell
1,404,617
-818,463
-37% -$49.1M 0.05% 362
2014
Q4
$157M Buy
2,223,080
+135,194
+6% +$9.56M 0.09% 226
2014
Q3
$154M Buy
2,087,886
+105,312
+5% +$7.75M 0.09% 231
2014
Q2
$146M Buy
1,982,574
+203,393
+11% +$15M 0.09% 234
2014
Q1
$119M Sell
1,779,181
-32,138
-2% -$2.15M 0.07% 277
2013
Q4
$121M Buy
1,811,319
+158,230
+10% +$10.5M 0.07% 279
2013
Q3
$110M Buy
1,653,089
+154,943
+10% +$10.4M 0.07% 290
2013
Q2
$86.9M Buy
+1,498,146
New +$86.9M 0.06% 351