Brown Brothers Harriman & 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
$350K Buy
3,167
+88
+3% +$9.74K ﹤0.01% 527
2025
Q1
$294K Hold
3,079
﹤0.01% 489
2024
Q4
$299K Hold
3,079
﹤0.01% 503
2024
Q3
$278K Hold
3,079
﹤0.01% 527
2024
Q2
$258K Hold
3,079
﹤0.01% 500
2024
Q1
$301K Hold
3,079
﹤0.01% 455
2023
Q4
$305K Hold
3,079
﹤0.01% 427
2023
Q3
$260K Hold
3,079
﹤0.01% 437
2023
Q2
$278K Hold
3,079
﹤0.01% 422
2023
Q1
$274K Hold
3,079
﹤0.01% 431
2022
Q4
$279K Hold
3,079
﹤0.01% 405
2022
Q3
$270K Hold
3,079
﹤0.01% 396
2022
Q2
$296K Hold
3,079
﹤0.01% 392
2022
Q1
$363K Hold
3,079
﹤0.01% 392
2021
Q4
$332 Hold
3,079
﹤0.01% 396
2021
Q3
$307 Hold
3,079
﹤0.01% 385
2021
Q2
$316 Hold
3,079
﹤0.01% 362
2021
Q1
$274 Hold
3,079
﹤0.01% 361
2020
Q4
$234K Hold
3,079
﹤0.01% 416
2020
Q3
$180K Hold
3,079
﹤0.01% 402
2020
Q2
$163K Sell
3,079
-72
-2% -$3.81K ﹤0.01% 407
2020
Q1
$158K Buy
3,151
+72
+2% +$3.61K ﹤0.01% 382
2019
Q4
$239K Hold
3,079
﹤0.01% 431
2019
Q3
$227K Hold
3,079
﹤0.01% 407
2019
Q2
$232K Hold
3,079
﹤0.01% 368
2019
Q1
$230K Hold
3,079
﹤0.01% 367
2018
Q4
$201K Hold
3,079
﹤0.01% 348
2018
Q3
$254K Hold
3,079
﹤0.01% 330
2018
Q2
$238K Hold
3,079
﹤0.01% 319
2018
Q1
$233K Hold
3,079
﹤0.01% 307
2017
Q4
$246K Hold
3,079
﹤0.01% 317
2017
Q3
$233K Hold
3,079
﹤0.01% 308
2017
Q2
$226K Hold
3,079
﹤0.01% 308
2017
Q1
$230K Hold
3,079
﹤0.01% 311
2016
Q4
$221K Hold
3,079
﹤0.01% 293
2016
Q3
$202K Hold
3,079
﹤0.01% 308
2016
Q2
$195K Hold
3,079
﹤0.01% 309
2016
Q1
$187K Hold
3,079
﹤0.01% 310
2015
Q4
$174K Hold
3,079
﹤0.01% 334
2015
Q3
$168K Hold
3,079
﹤0.01% 343
2015
Q2
$183K Hold
3,079
﹤0.01% 340
2015
Q1
$185K Sell
3,079
-2,685
-47% -$161K ﹤0.01% 347
2014
Q4
$408K Buy
5,764
+2,685
+87% +$190K ﹤0.01% 284
2014
Q3
$227K Hold
3,079
﹤0.01% 335
2014
Q2
$227K Sell
3,079
-3,956
-56% -$292K ﹤0.01% 337
2014
Q1
$471K Buy
+7,035
New +$471K ﹤0.01% 250
2013
Q3
Sell
-9,635
Closed -$559K 707
2013
Q2
$559K Buy
+9,635
New +$559K ﹤0.01% 271