CIBC Private Wealth Group’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Sell |
1,499
-9,126
| -86% | -$1.01M | ﹤0.01% | 1195 |
|
|
2025
Q1 | $931K | Buy |
10,625
+2,985
| +39% | +$262K | ﹤0.01% | 658 |
|
|
2024
Q4 | $752K | Buy |
7,640
+2,897
| +61% | +$285K | ﹤0.01% | 766 |
|
|
2024
Q3 | $428K | Sell |
4,743
-1,888
| -28% | -$170K | ﹤0.01% | 918 |
|
|
2024
Q2 | $559K | Sell |
6,631
-368
| -5% | -$31K | ﹤0.01% | 790 |
|
|
2024
Q1 | $683K | Sell |
6,999
-901
| -11% | -$87.9K | ﹤0.01% | 757 |
|
|
2023
Q4 | $782K | Sell |
7,900
-500
| -6% | -$49.5K | ﹤0.01% | 691 |
|
|
2023
Q3 | $710K | Buy |
8,400
+3,688
| +78% | +$312K | ﹤0.01% | 673 |
|
|
2023
Q2 | $426K | Buy |
+4,712
| New | +$426K | ﹤0.01% | 719 |
|
|
2022
Q3 | – | Sell |
-2,244
| Closed | -$216K | – | 941 |
|
|
2022
Q2 | $216K | Sell |
2,244
-24,850
| -92% | -$2.39M | ﹤0.01% | 868 |
|
|
2022
Q1 | $3.2M | Buy |
27,094
+20,453
| +308% | +$2.41M | 0.01% | 452 |
|
|
2021
Q4 | $716K | Buy |
6,641
+4,397
| +196% | +$474K | ﹤0.01% | 701 |
|
|
2021
Q3 | $224K | Sell |
2,244
-4,397
| -66% | -$439K | ﹤0.01% | 876 |
|
|
2021
Q2 | $681K | Buy |
6,641
+2,244
| +51% | +$230K | ﹤0.01% | 738 |
|
|
2021
Q1 | $392K | Hold |
4,397
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $334K | Hold |
4,397
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $233K | Buy |
+4,397
| New | +$233K | ﹤0.01% | 823 |
|
|
2020
Q2 | – | Sell |
-4,397
| Closed | -$221K | – | 619 |
|
|
2020
Q1 | $221K | Buy |
4,397
+1,458
| +50% | +$73.3K | ﹤0.01% | 780 |
|
|
2019
Q4 | $228K | Sell |
2,939
-233
| -7% | -$18.1K | ﹤0.01% | 851 |
|
|
2019
Q3 | $234K | Hold |
3,172
| – | – | ﹤0.01% | 833 |
|
|
2019
Q2 | $239K | Hold |
3,172
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $237K | Hold |
3,172
| – | – | ﹤0.01% | 866 |
|
|
2018
Q4 | $207K | Sell |
3,172
-237
| -7% | -$15.5K | ﹤0.01% | 836 |
|
|
2018
Q3 | $281K | Sell |
3,409
-1,050
| -24% | -$86.6K | ﹤0.01% | 876 |
|
|
2018
Q2 | $345K | Buy |
4,459
+1,050
| +31% | +$81.2K | ﹤0.01% | 838 |
|
|
2018
Q1 | $258K | Buy |
3,409
+1,000
| +42% | +$75.7K | ﹤0.01% | 894 |
|
|
2017
Q4 | $193K | Buy |
+2,409
| New | +$193K | ﹤0.01% | 929 |
|