Barometer Capital Management’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 | $8.32M | Buy |
44,500
+1,455
| +3% | +$202K | 2.85% | 12 |
|
|
2025
Q4 | $11.7M | Sell |
43,045
-56,477
| -57% | -$7.15M | 2.82% | 14 |
|
|
2025
Q3 | $17.9M | Sell |
99,522
-6,050
| -6% | -$716K | 4.08% | 2 |
|
|
2025
Q2 | $15.8M | Buy |
105,572
+23,850
| +29% | +$2.4M | 4.36% | 1 |
|
|
2025
Q1 | $11.1M | Buy |
+81,722
| New | +$8.08M | 4.13% | 7 |
|
|
2024
Q2 | – | Sell |
-20,389
| Closed | -$2.51M | – | 178 |
|
|
2024
Q1 | $2.51M | Buy |
20,389
+149
| +0.7% | +$14.1K | 0.65% | 40 |
|
|
2023
Q4 | $2.65M | Buy |
+20,240
| New | +$1.69M | 0.75% | 38 |
|
|
2023
Q1 | – | Sell |
-144,538
| Closed | -$12.9M | – | 113 |
|
|
2022
Q4 | $12.9M | Buy |
144,538
+5,405
| +4% | +$500K | 3.82% | 6 |
|
|
2022
Q3 | $16.7M | Buy |
+139,133
| New | +$13.5M | 6.87% | 2 |
|
|
2022
Q2 | – | Sell |
-200,403
| Closed | -$29.2M | – | 77 |
|
|
2022
Q1 | $29.2M | Buy |
200,403
+22,776
| +13% | +$2.64M | 5.31% | 2 |
|
|
2021
Q4 | $24M | Sell |
177,627
-7,793
| -4% | -$840K | 4.03% | 1 |
|
|
2021
Q3 | $23.3M | Sell |
185,420
-1,650
| -0.9% | -$166K | 4.49% | 1 |
|
|
2021
Q2 | $23.6M | Sell |
187,070
-24,780
| -12% | -$2.45M | 4.51% | 1 |
|
|
2021
Q1 | $23.5M | Buy |
211,850
+16,445
| +8% | +$1.34M | 3.9% | 1 |
|
|
2020
Q4 | $18.7M | Buy |
195,405
+50,705
| +35% | +$3.47M | 3.51% | 1 |
|
|
2020
Q3 | $11.1M | Buy |
+144,700
| New | +$8.38M | 2.26% | 11 |
|
|
2020
Q1 | – | Sell |
-159,600
| Closed | -$15.9M | – | 93 |
|
|
2019
Q4 | $15.9M | Buy |
+159,600
| New | +$12M | 2.51% | 14 |
|
|
2019
Q2 | – | Sell |
-187,620
| Closed | -$18.8M | – | 133 |
|
|
2019
Q1 | $18.8M | Buy |
+187,620
| New | +$13.9M | 2.14% | 10 |
|
|
2018
Q4 | – | Sell |
-347,350
| Closed | -$28.7M | – | 111 |
|
|
2018
Q3 | $28.7M | Buy |
347,350
+270,050
| +349% | +$21.7M | 2.23% | 3 |
|
|
2018
Q2 | $5.97M | Buy |
77,300
+8,300
| +12% | +$639K | 0.5% | 80 |
|
|
2018
Q1 | $5.21M | Buy |
+69,000
| New | +$5.43M | 0.44% | 78 |
|
|
2017
Q2 | – | Sell |
-340,803
| Closed | -$25.5M | – | 148 |
|
|
2017
Q1 | $25.5M | Buy |
340,803
+45,161
| +15% | +$3.41M | 2.21% | 15 |
|
|
2016
Q4 | $21.3M | Buy |
295,642
+43,542
| +17% | +$2.9M | 2.38% | 8 |
|
|
2016
Q3 | $16.5M | Buy |
+252,100
| New | +$16.4M | 1.84% | 19 |
|
|
2016
Q1 | – | Sell |
-9,600
| Closed | -$750K | – | 154 |
|
|
2015
Q4 | $750K | Buy |
+9,600
| New | +$552K | 0.07% | 100 |
|
Other funds holding BMO
VCM
