Beutel, Goodman & Co’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 | $638M | Sell |
5,767,972
-204,686
| -3% | -$22.6M | 3.63% | 3 |
|
|
2025
Q1 | $570M | Sell |
5,972,658
-643,956
| -10% | -$61.5M | 3.29% | 3 |
|
|
2024
Q4 | $642M | Buy |
6,616,614
+704,197
| +12% | +$68.3M | 3.49% | 3 |
|
|
2024
Q3 | $534M | Buy |
5,912,417
+263,774
| +5% | +$23.8M | 2.63% | 4 |
|
|
2024
Q2 | $474M | Sell |
5,648,643
-46,044
| -0.8% | -$3.86M | 2.52% | 8 |
|
|
2024
Q1 | $557M | Sell |
5,694,687
-61,090
| -1% | -$5.97M | 2.87% | 5 |
|
|
2023
Q4 | $572M | Buy |
5,755,777
+690,341
| +14% | +$68.6M | 3.04% | 4 |
|
|
2023
Q3 | $429M | Buy |
5,065,436
+39,155
| +0.8% | +$3.32M | 2.54% | 12 |
|
|
2023
Q2 | $454M | Buy |
5,026,281
+21,178
| +0.4% | +$1.91M | 2.55% | 10 |
|
|
2023
Q1 | $445M | Sell |
5,005,103
-17,400
| -0.3% | -$1.55M | 2.62% | 9 |
|
|
2022
Q4 | $455M | Buy |
5,022,503
+561,163
| +13% | +$50.8M | 2.75% | 9 |
|
|
2022
Q3 | $394M | Buy |
4,461,340
+1,225,389
| +38% | +$108M | 2.66% | 10 |
|
|
2022
Q2 | $311M | Sell |
3,235,951
-74,440
| -2% | -$7.15M | 1.93% | 21 |
|
|
2022
Q1 | $390M | Sell |
3,310,391
-95,070
| -3% | -$11.2M | 2.21% | 14 |
|
|
2021
Q4 | $366M | Sell |
3,405,461
-46,396
| -1% | -$4.98M | 2.09% | 16 |
|
|
2021
Q3 | $345M | Sell |
3,451,857
-63,740
| -2% | -$6.37M | 2.11% | 15 |
|
|
2021
Q2 | $359M | Sell |
3,515,597
-180,000
| -5% | -$18.4M | 2.13% | 15 |
|
|
2021
Q1 | $329M | Sell |
3,695,597
-2,135,438
| -37% | -$190M | 2.07% | 14 |
|
|
2020
Q4 | $443M | Sell |
5,831,035
-187,233
| -3% | -$14.2M | 3% | 8 |
|
|
2020
Q3 | $352M | Sell |
6,018,268
-81,295
| -1% | -$4.75M | 2.83% | 10 |
|
|
2020
Q2 | $324M | Sell |
6,099,563
-312,205
| -5% | -$16.6M | 2.66% | 11 |
|
|
2020
Q1 | $322M | Sell |
6,411,768
-186,780
| -3% | -$9.39M | 3.01% | 9 |
|
|
2019
Q4 | $511M | Sell |
6,598,548
-10,062
| -0.2% | -$780K | 2.93% | 10 |
|
|
2019
Q3 | $487M | Buy |
6,608,610
+220,938
| +3% | +$16.3M | 3.39% | 10 |
|
|
2019
Q2 | $482M | Buy |
6,387,672
+210,010
| +3% | +$15.9M | 3.5% | 10 |
|
|
2019
Q1 | $462M | Buy |
6,177,662
+44,087
| +0.7% | +$3.3M | 3.47% | 10 |
|
|
2018
Q4 | $401M | Sell |
6,133,575
-9,393
| -0.2% | -$614K | 3.41% | 10 |
|
|
2018
Q3 | $506M | Sell |
6,142,968
-133,219
| -2% | -$11M | 3.66% | 9 |
|
|
2018
Q2 | $485M | Buy |
6,276,187
+6,166,961
| +5,646% | +$477M | 3.57% | 9 |
|
|
2018
Q1 | $8.24M | Sell |
109,226
-14,205
| -12% | -$1.07M | 0.06% | 53 |
|
|
2017
Q4 | $9.92M | Buy |
+123,431
| New | +$9.92M | 0.07% | 57 |
|