Credit Suisse’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$120M Sell
1,229,335
-30,746
-2% -$3M 0.11% 163
2023
Q4
$125M Sell
1,260,081
-87,604
-7% -$8.67M 0.12% 156
2023
Q3
$114M Sell
1,347,685
-9,128
-0.7% -$770K 0.12% 172
2023
Q2
$123M Buy
1,356,813
+28,758
+2% +$2.6M 0.12% 161
2023
Q1
$118M Buy
1,328,055
+81,373
+7% +$7.25M 0.12% 174
2022
Q4
$113M Sell
1,246,682
-160,644
-11% -$14.6M 0.12% 177
2022
Q3
$123M Buy
1,407,326
+26,233
+2% +$2.3M 0.14% 149
2022
Q2
$133M Sell
1,381,093
-149,256
-10% -$14.4M 0.14% 150
2022
Q1
$181M Buy
1,530,349
+146,957
+11% +$17.3M 0.15% 132
2021
Q4
$149M Buy
1,383,392
+82,244
+6% +$8.86M 0.08% 176
2021
Q3
$130M Sell
1,301,148
-3,970
-0.3% -$396K 0.07% 201
2021
Q2
$133M Sell
1,305,118
-325,870
-20% -$33.3M 0.07% 221
2021
Q1
$145M Buy
1,630,988
+216,939
+15% +$19.3M 0.07% 212
2020
Q4
$108M Buy
1,414,049
+84,336
+6% +$6.41M 0.05% 266
2020
Q3
$77.7M Buy
1,329,713
+42,876
+3% +$2.5M 0.05% 298
2020
Q2
$68.3M Sell
1,286,837
-199,005
-13% -$10.6M 0.05% 321
2020
Q1
$74.7M Buy
1,485,842
+99,816
+7% +$5.02M 0.06% 242
2019
Q4
$107M Buy
1,386,026
+269,547
+24% +$20.9M 0.08% 200
2019
Q3
$82.3M Buy
1,116,479
+101,144
+10% +$7.46M 0.07% 219
2019
Q2
$76.6M Buy
1,015,335
+115,529
+13% +$8.72M 0.07% 228
2019
Q1
$67.3M Sell
899,806
-308,759
-26% -$23.1M 0.06% 246
2018
Q4
$79M Buy
1,208,565
+12,321
+1% +$805K 0.08% 199
2018
Q3
$98.7M Sell
1,196,244
-86,717
-7% -$7.16M 0.09% 189
2018
Q2
$99.1M Sell
1,282,961
-51,428
-4% -$3.97M 0.1% 158
2018
Q1
$101M Sell
1,334,389
-59,908
-4% -$4.53M 0.09% 173
2017
Q4
$112M Buy
1,394,297
+41,780
+3% +$3.34M 0.1% 154
2017
Q3
$102M Sell
1,352,517
-111,525
-8% -$8.44M 0.1% 160
2017
Q2
$108M Sell
1,464,042
-160,386
-10% -$11.8M 0.1% 148
2017
Q1
$121M Sell
1,624,428
-159,945
-9% -$12M 0.11% 154
2016
Q4
$128M Sell
1,784,373
-138,641
-7% -$9.97M 0.13% 131
2016
Q3
$126M Sell
1,923,014
-517,053
-21% -$33.9M 0.12% 136
2016
Q2
$155M Buy
2,440,067
+6,583
+0.3% +$417K 0.17% 100
2016
Q1
$148M Buy
2,433,484
+34,109
+1% +$2.07M 0.18% 104
2015
Q4
$135M Buy
2,399,375
+69,118
+3% +$3.9M 0.16% 130
2015
Q3
$127M Sell
2,330,257
-39,087
-2% -$2.13M 0.15% 122
2015
Q2
$140M Sell
2,369,344
-347,333
-13% -$20.6M 0.14% 138
2015
Q1
$163M Buy
2,716,677
+177,084
+7% +$10.6M 0.16% 109
2014
Q4
$180M Buy
2,539,593
+10,876
+0.4% +$769K 0.16% 112
2014
Q3
$186M Buy
2,528,717
+363,815
+17% +$26.8M 0.15% 105
2014
Q2
$159M Buy
2,164,902
+881,970
+69% +$64.9M 0.13% 127
2014
Q1
$86M Buy
1,282,932
+3,680
+0.3% +$247K 0.08% 213
2013
Q4
$85.3M Buy
+1,279,252
New +$85.3M 0.08% 212