ClearBridge Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $169M | Sell |
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|
2025
Q2 | $145M | Sell |
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|
2025
Q1 | $133M | Sell |
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|
2024
Q4 | $143M | Sell |
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|
2024
Q3 | $133M | Buy |
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|
2024
Q2 | $85.6M | Buy |
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|
2024
Q1 | $93.7M | Sell |
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|
2023
Q4 | $95.3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $11.7M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $51K | Hold |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $75K | Hold |
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|
2019
Q1 | $75K | Hold |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $773K | Hold |
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|
2018
Q1 | $76K | Hold |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $73K | Sell |
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|
2017
Q1 | $85K | Sell |
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|
2016
Q4 | $83K | Hold |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $73K | Buy |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $59K | Buy |
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|
2015
Q3 | $55K | Sell |
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|
2015
Q2 | $88K | Hold |
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|
2015
Q1 | $89K | Hold |
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|
2014
Q4 | $105K | Hold |
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|
2014
Q3 | $110K | Hold |
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|
2014
Q2 | $110K | Hold |
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|
2014
Q1 | $100K | Hold |
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|
2013
Q4 | $99K | Hold |
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|
2013
Q3 | $100K | Sell |
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|
2013
Q2 | $117K | Buy |
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