Bessemer 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 | $6.48M | Sell |
58,548
-264,678
| -82% | -$29.3M | 0.01% | 337 |
|
|
2025
Q1 | $30.9M | Buy |
323,226
+299,115
| +1,241% | +$28.6M | 0.06% | 211 |
|
|
2024
Q4 | $2.34M | Sell |
24,111
-769
| -3% | -$74.6K | ﹤0.01% | 615 |
|
|
2024
Q3 | $2.25M | Buy |
24,880
+194
| +0.8% | +$17.5K | ﹤0.01% | 631 |
|
|
2024
Q2 | $2.07M | Sell |
24,686
-494
| -2% | -$41.4K | ﹤0.01% | 504 |
|
|
2024
Q1 | $2.46M | Buy |
25,180
+22,894
| +1,001% | +$2.24M | ﹤0.01% | 493 |
|
|
2023
Q4 | $227K | Sell |
2,286
-408
| -15% | -$40.5K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $229K | Sell |
2,694
-112
| -4% | -$9.52K | ﹤0.01% | 991 |
|
|
2023
Q2 | $253K | Buy |
2,806
+1,406
| +100% | +$127K | ﹤0.01% | 981 |
|
|
2023
Q1 | $125K | Hold |
1,400
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q4 | $127K | Sell |
1,400
-267
| -16% | -$24.2K | ﹤0.01% | 986 |
|
|
2022
Q3 | $147K | Buy |
1,667
+217
| +15% | +$19.1K | ﹤0.01% | 947 |
|
|
2022
Q2 | $139K | Sell |
1,450
-147
| -9% | -$14.1K | ﹤0.01% | 954 |
|
|
2022
Q1 | $188K | Sell |
1,597
-25
| -2% | -$2.94K | ﹤0.01% | 837 |
|
|
2021
Q4 | $174K | Hold |
1,622
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $162K | Hold |
1,622
| – | – | ﹤0.01% | 832 |
|
|
2021
Q2 | $167K | Sell |
1,622
-252
| -13% | -$25.9K | ﹤0.01% | 831 |
|
|
2021
Q1 | $167K | Sell |
1,874
-3,008
| -62% | -$268K | ﹤0.01% | 781 |
|
|
2020
Q4 | $371K | Sell |
4,882
-1,588
| -25% | -$121K | ﹤0.01% | 598 |
|
|
2020
Q3 | $378K | Buy |
6,470
+754
| +13% | +$44.1K | ﹤0.01% | 564 |
|
|
2020
Q2 | $304K | Sell |
5,716
-690
| -11% | -$36.7K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $321K | Sell |
6,406
-221,924
| -97% | -$11.1M | ﹤0.01% | 882 |
|
|
2019
Q4 | $17.7M | Buy |
+228,330
| New | +$17.7M | 0.06% | 215 |
|
|
2019
Q1 | – | Sell |
-73
| Closed | -$5K | – | 1773 |
|
|
2018
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1769 |
|
|
2018
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 1523 |
|
|
2017
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 1543 |
|
|
2017
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 1645 |
|
|
2017
Q2 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 1672 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$6K | – | 1753 |
|
|
2016
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 1703 |
|
|
2015
Q3 | – | Sell |
-30
| Closed | -$2K | – | 1628 |
|
|
2015
Q2 | $2K | Sell |
30
-62
| -67% | -$4.13K | ﹤0.01% | 1436 |
|
|
2015
Q1 | $6K | Sell |
92
-738
| -89% | -$48.1K | ﹤0.01% | 1299 |
|
|
2014
Q4 | $59K | Hold |
830
| – | – | ﹤0.01% | 903 |
|
|
2014
Q3 | $61K | Hold |
830
| – | – | ﹤0.01% | 842 |
|
|
2014
Q2 | $61K | Hold |
830
| – | – | ﹤0.01% | 847 |
|
|
2014
Q1 | $56K | Hold |
830
| – | – | ﹤0.01% | 845 |
|
|
2013
Q4 | $55K | Hold |
830
| – | – | ﹤0.01% | 843 |
|
|
2013
Q3 | $55K | Buy |
830
+800
| +2,667% | +$53K | ﹤0.01% | 809 |
|
|
2013
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1253 |
|