Baird Financial Group’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 | $4.16M | Buy |
37,603
+1,262
| +3% | +$140K | 0.01% | 772 |
|
|
2025
Q1 | $3.47M | Sell |
36,341
-516
| -1% | -$49.3K | 0.01% | 798 |
|
|
2024
Q4 | $3.58M | Buy |
36,857
+291
| +0.8% | +$28.2K | 0.01% | 788 |
|
|
2024
Q3 | $3.3M | Sell |
36,566
-677
| -2% | -$61.1K | 0.01% | 812 |
|
|
2024
Q2 | $3.12M | Buy |
37,243
+1,085
| +3% | +$91K | 0.01% | 822 |
|
|
2024
Q1 | $3.53M | Buy |
36,158
+528
| +1% | +$51.6K | 0.01% | 783 |
|
|
2023
Q4 | $3.53M | Sell |
35,630
-401
| -1% | -$39.7K | 0.01% | 757 |
|
|
2023
Q3 | $3.04M | Buy |
36,031
+647
| +2% | +$54.6K | 0.01% | 774 |
|
|
2023
Q2 | $3.2M | Buy |
35,384
+2,586
| +8% | +$234K | 0.01% | 769 |
|
|
2023
Q1 | $2.92M | Sell |
32,798
-86
| -0.3% | -$7.66K | 0.01% | 769 |
|
|
2022
Q4 | $2.98M | Buy |
32,884
+1,921
| +6% | +$174K | 0.01% | 740 |
|
|
2022
Q3 | $2.71M | Buy |
30,963
+131
| +0.4% | +$11.5K | 0.01% | 736 |
|
|
2022
Q2 | $2.97M | Sell |
30,832
-1,371
| -4% | -$132K | 0.01% | 716 |
|
|
2022
Q1 | $3.8M | Sell |
32,203
-541
| -2% | -$63.8K | 0.01% | 688 |
|
|
2021
Q4 | $3.53M | Sell |
32,744
-2,731
| -8% | -$294K | 0.01% | 725 |
|
|
2021
Q3 | $3.54M | Buy |
35,475
+338
| +1% | +$33.7K | 0.01% | 724 |
|
|
2021
Q2 | $3.6M | Sell |
35,137
-391
| -1% | -$40.1K | 0.01% | 708 |
|
|
2021
Q1 | $3.17M | Buy |
35,528
+825
| +2% | +$73.5K | 0.01% | 718 |
|
|
2020
Q4 | $2.64M | Buy |
34,703
+1,305
| +4% | +$99.2K | 0.01% | 726 |
|
|
2020
Q3 | $1.95M | Buy |
33,398
+1,138
| +4% | +$66.5K | 0.01% | 753 |
|
|
2020
Q2 | $1.71M | Buy |
32,260
+972
| +3% | +$51.6K | 0.01% | 770 |
|
|
2020
Q1 | $1.57M | Sell |
31,288
-3,567
| -10% | -$179K | 0.01% | 759 |
|
|
2019
Q4 | $2.7M | Buy |
34,855
+1,512
| +5% | +$117K | 0.01% | 686 |
|
|
2019
Q3 | $2.46M | Buy |
33,343
+3,465
| +12% | +$256K | 0.01% | 713 |
|
|
2019
Q2 | $2.25M | Buy |
29,878
+382
| +1% | +$28.8K | 0.01% | 754 |
|
|
2019
Q1 | $2.21M | Sell |
29,496
-1,425
| -5% | -$107K | 0.01% | 630 |
|
|
2018
Q4 | $2.02M | Sell |
30,921
-1,932
| -6% | -$126K | 0.01% | 624 |
|
|
2018
Q3 | $2.74M | Sell |
32,853
-258
| -0.8% | -$21.5K | 0.02% | 589 |
|
|
2018
Q2 | $2.56M | Sell |
33,111
-15
| -0% | -$1.16K | 0.02% | 598 |
|
|
2018
Q1 | $2.5M | Sell |
33,126
-707
| -2% | -$53.4K | 0.02% | 581 |
|
|
2017
Q4 | $2.71M | Sell |
33,833
-687
| -2% | -$55K | 0.02% | 545 |
|
|
2017
Q3 | $2.61M | Sell |
34,520
-503
| -1% | -$38.1K | 0.02% | 554 |
|
|
2017
Q2 | $2.57M | Buy |
35,023
+1,239
| +4% | +$91K | 0.02% | 545 |
|
|
2017
Q1 | $2.53M | Sell |
33,784
-303
| -0.9% | -$22.7K | 0.02% | 537 |
|
|
2016
Q4 | $2.45M | Sell |
34,087
-100
| -0.3% | -$7.19K | 0.02% | 533 |
|
|
2016
Q3 | $2.24M | Sell |
34,187
-1,254
| -4% | -$82.2K | 0.02% | 531 |
|
|
2016
Q2 | $2.25M | Sell |
35,441
-1,442
| -4% | -$91.4K | 0.02% | 528 |
|
|
2016
Q1 | $2.24M | Sell |
36,883
-55,361
| -60% | -$3.36M | 0.02% | 511 |
|
|
2015
Q4 | $5.2M | Sell |
92,244
-1,459
| -2% | -$82.3K | 0.05% | 327 |
|
|
2015
Q3 | $5.11M | Buy |
93,703
+18,978
| +25% | +$1.04M | 0.05% | 321 |
|
|
2015
Q2 | $4.43M | Buy |
+74,725
| New | +$4.43M | 0.04% | 371 |
|