Commonwealth Equity Services’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 | $4.84M | Sell |
35,745
-2,025
| -5% | -$281K | 0.01% | 1354 |
|
|
2025
Q4 | $4.9M | Sell |
37,770
-3,651
| -9% | -$462K | 0.01% | 1336 |
|
|
2025
Q3 | $5.39M | Sell |
41,421
-934
| -2% | -$111K | 0.01% | 1289 |
|
|
2025
Q2 | $4.69M | Sell |
42,355
-12,795
| -23% | -$1.29M | 0.01% | 1371 |
|
|
2025
Q1 | $5.27M | Sell |
55,150
-524
| -0.9% | -$51.8K | 0.01% | 1253 |
|
|
2024
Q4 | $5.4M | Buy |
55,674
+988
| +2% | +$93.4K | 0.01% | 1190 |
|
|
2024
Q3 | $4.93M | Sell |
54,686
-2,094
| -4% | -$179K | 0.01% | 1236 |
|
|
2024
Q2 | $4.76M | Buy |
56,780
+744
| +1% | +$67.6K | 0.01% | 1223 |
|
|
2024
Q1 | $5.47M | Buy |
56,036
+1,208
| +2% | +$114K | 0.01% | 1110 |
|
|
2023
Q4 | $5.42M | Buy |
54,828
+2,227
| +4% | +$186K | 0.01% | 1056 |
|
|
2023
Q3 | $4.44M | Sell |
52,601
-99
| -0.2% | -$8.7K | 0.01% | 1095 |
|
|
2023
Q2 | $4.76M | Buy |
52,700
+278
| +0.5% | +$24.6K | 0.01% | 1062 |
|
|
2023
Q1 | $4.67K | Buy |
52,422
+13,858
| +36% | +$1.31M | 0.01% | 1033 |
|
|
2022
Q4 | $3.49M | Buy |
38,564
+11,911
| +45% | +$1.1M | 0.01% | 1160 |
|
|
2022
Q3 | $2.33M | Buy |
26,653
+1,417
| +6% | +$137K | 0.01% | 1326 |
|
|
2022
Q2 | $2.43M | Buy |
25,236
+844
| +3% | +$89.7K | 0.01% | 1312 |
|
|
2022
Q1 | $2.88M | Buy |
24,392
+536
| +2% | +$62.1K | 0.01% | 1257 |
|
|
2021
Q4 | $2.57M | Buy |
23,856
+850
| +4% | +$91.6K | 0.01% | 1330 |
|
|
2021
Q3 | $2.29M | Sell |
23,006
-544
| -2% | -$54.8K | 0.01% | 1340 |
|
|
2021
Q2 | $2.42M | Sell |
23,550
-4,051
| -15% | -$400K | 0.01% | 1305 |
|
|
2021
Q1 | $2.46M | Buy |
27,601
+6,507
| +31% | +$531K | 0.01% | 1192 |
|
|
2020
Q4 | $1.6M | Sell |
21,094
-8,729
| -29% | -$597K | ﹤0.01% | 1350 |
|
|
2020
Q3 | $1.74M | Sell |
29,823
-2,437
| -8% | -$141K | 0.01% | 1173 |
|
|
2020
Q2 | $1.71M | Buy |
32,260
+390
| +1% | +$19.9K | 0.01% | 1110 |
|
|
2020
Q1 | $1.6M | Sell |
31,870
-22,499
| -41% | -$1.53M | 0.01% | 1006 |
|
|
2019
Q4 | $4.21M | Sell |
54,369
-781
| -1% | -$58.8K | 0.02% | 680 |
|
|
2019
Q3 | $4.07M | Buy |
55,150
+601
| +1% | +$43.8K | 0.02% | 655 |
|
|
2019
Q2 | $4.12M | Sell |
54,549
-53
| -0.1% | -$4.05K | 0.02% | 637 |
|
|
2019
Q1 | $4.08M | Buy |
54,602
+578
| +1% | +$42.7K | 0.02% | 631 |
|
|
2018
Q4 | $3.53M | Sell |
54,024
-2,666
| -5% | -$198K | 0.02% | 621 |
|
|
2018
Q3 | $4.68M | Sell |
56,690
-271
| -0.5% | -$21.8K | 0.02% | 557 |
|
|
2018
Q2 | $4.4M | Sell |
56,961
-1,121
| -2% | -$86.3K | 0.02% | 554 |
|
|
2018
Q1 | $4.39M | Buy |
58,082
+2,528
| +5% | +$199K | 0.02% | 525 |
|
|
2017
Q4 | $4.45M | Buy |
55,554
+413
| +0.7% | +$32.2K | 0.02% | 513 |
|
|
2017
Q3 | $4.17M | Sell |
55,141
-582
| -1% | -$43.4K | 0.03% | 510 |
|
|
2017
Q2 | $4.09M | Buy |
55,723
+955
| +2% | +$67.6K | 0.03% | 504 |
|
|
2017
Q1 | $4.1M | Buy |
54,768
+3,130
| +6% | +$236K | 0.03% | 486 |
|
|
2016
Q4 | $3.71M | Sell |
51,638
-7
| -0% | -$467 | 0.03% | 473 |
|
|
2016
Q3 | $3.39M | Buy |
51,645
+3,352
| +7% | +$218K | 0.03% | 490 |
|
|
2016
Q2 | $3.06M | Buy |
48,293
+16,973
| +54% | +$1.08M | 0.03% | 505 |
|
|
2016
Q1 | $1.9M | Buy |
31,320
+2,374
| +8% | +$130K | 0.02% | 660 |
|
|
2015
Q4 | $1.63M | Sell |
28,946
-1,546
| -5% | -$88.9K | 0.02% | 700 |
|
|
2015
Q3 | $1.66M | Sell |
30,492
-176
| -0.6% | -$9.67K | 0.02% | 663 |
|
|
2015
Q2 | $1.82M | Buy |
30,668
+1,553
| +5% | +$97.5K | 0.02% | 659 |
|
|
2015
Q1 | $1.75M | Sell |
29,115
-1,561
| -5% | -$96.8K | 0.02% | 663 |
|
|
2014
Q4 | $2.17M | Buy |
30,676
+3,202
| +12% | +$229K | 0.02% | 548 |
|
|
2014
Q3 | $2.02M | Sell |
27,474
-117
| -0.4% | -$8.8K | 0.02% | 553 |
|
|
2014
Q2 | $2.03M | Sell |
27,591
-1,641
| -6% | -$114K | 0.02% | 554 |
|
|
2014
Q1 | $1.96M | Buy |
29,232
+8,231
| +39% | +$535K | 0.03% | 526 |
|
|
2013
Q4 | $1.4M | Buy |
21,001
+592
| +3% | +$40.3K | 0.02% | 623 |
|
|
2013
Q3 | $1.36M | Buy |
20,409
+460
| +2% | +$28.9K | 0.02% | 587 |
|
|
2013
Q2 | $1.16M | Buy |
+19,949
| New | +$1.21M | 0.02% | 617 |
|
Other funds holding BMO
VCM
