Brown Brothers Harriman & Co’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 | $467K | Sell |
3,447
-88
| -2% | -$12.2K | ﹤0.01% | 628 |
|
|
2025
Q4 | $459K | Buy |
3,535
+368
| +12% | +$46.6K | ﹤0.01% | 558 |
|
|
2025
Q3 | $413K | Hold |
3,167
| – | – | ﹤0.01% | 530 |
|
|
2025
Q2 | $350K | Buy |
3,167
+88
| +3% | +$8.87K | ﹤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% | -$3.67K | ﹤0.01% | 407 |
|
|
2020
Q1 | $158K | Buy |
3,151
+72
| +2% | +$4.88K | ﹤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% | 310 |
|
|
2016
Q1 | $187K | Hold |
3,079
| – | – | ﹤0.01% | 311 |
|
|
2015
Q4 | $174K | Hold |
3,079
| – | – | ﹤0.01% | 335 |
|
|
2015
Q3 | $168K | Hold |
3,079
| – | – | ﹤0.01% | 344 |
|
|
2015
Q2 | $183K | Hold |
3,079
| – | – | ﹤0.01% | 341 |
|
|
2015
Q1 | $185K | Sell |
3,079
-2,685
| -47% | -$167K | ﹤0.01% | 348 |
|
|
2014
Q4 | $408K | Buy |
5,764
+2,685
| +87% | +$192K | ﹤0.01% | 284 |
|
|
2014
Q3 | $227K | Hold |
3,079
| – | – | ﹤0.01% | 335 |
|
|
2014
Q2 | $227K | Sell |
3,079
-3,956
| -56% | -$276K | ﹤0.01% | 337 |
|
|
2014
Q1 | $471K | Buy |
+7,035
| New | +$457K | ﹤0.01% | 250 |
|
|
2013
Q3 | – | Sell |
-9,635
| Closed | -$559K | – | 707 |
|
|
2013
Q2 | $559K | Buy |
+9,635
| New | +$584K | ﹤0.01% | 271 |
|
Other funds holding BMO
VCM
