Cumberland Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
20,801
+7,251
| +54% | +$803K | 0.16% | 95 |
|
|
2025
Q1 | $1.29M | Sell |
13,550
-352
| -3% | -$33.6K | 0.1% | 120 |
|
|
2024
Q4 | $1.35M | Buy |
13,902
+3,319
| +31% | +$321K | 0.09% | 122 |
|
|
2024
Q3 | $956K | Sell |
10,583
-2,578
| -20% | -$233K | 0.07% | 141 |
|
|
2024
Q2 | $1.1M | Sell |
13,161
-206
| -2% | -$17.3K | 0.08% | 124 |
|
|
2024
Q1 | $1.31M | Sell |
13,367
-12,236
| -48% | -$1.2M | 0.09% | 109 |
|
|
2023
Q4 | $2.25M | Buy |
25,603
+5,700
| +29% | +$500K | 0.21% | 81 |
|
|
2023
Q3 | $1.68M | Sell |
19,903
-430
| -2% | -$36.4K | 0.16% | 96 |
|
|
2023
Q2 | $1.84M | Sell |
20,333
-180,640
| -90% | -$16.3M | 0.17% | 94 |
|
|
2023
Q1 | $17.9M | Buy |
200,973
+2,842
| +1% | +$253K | 1.76% | 21 |
|
|
2022
Q4 | $18M | Sell |
198,131
-48,643
| -20% | -$4.41M | 1.89% | 20 |
|
|
2022
Q3 | $21.7M | Sell |
246,774
-1,857
| -0.7% | -$163K | 2.3% | 15 |
|
|
2022
Q2 | $23.9M | Buy |
248,631
+11,392
| +5% | +$1.1M | 2.28% | 13 |
|
|
2022
Q1 | $27.9M | Buy |
237,239
+178,898
| +307% | +$21.1M | 2.11% | 14 |
|
|
2021
Q4 | $6.29M | Buy |
58,341
+4,435
| +8% | +$478K | 0.44% | 58 |
|
|
2021
Q3 | $5.38M | Buy |
53,906
+3,750
| +7% | +$374K | 0.44% | 62 |
|
|
2021
Q2 | $5.14M | Sell |
50,156
-1,804
| -3% | -$185K | 0.4% | 69 |
|
|
2021
Q1 | $4.63M | Buy |
51,960
+16,824
| +48% | +$1.5M | 0.38% | 69 |
|
|
2020
Q4 | $2.67M | Sell |
35,136
-1,470
| -4% | -$112K | 0.24% | 78 |
|
|
2020
Q3 | $2.14M | Sell |
36,606
-5
| -0% | -$292 | 0.22% | 80 |
|
|
2020
Q2 | $1.94M | Sell |
36,611
-7,900
| -18% | -$419K | 0.2% | 87 |
|
|
2020
Q1 | $2.23M | Buy |
44,511
+20,650
| +87% | +$1.03M | 0.27% | 75 |
|
|
2019
Q4 | $1.85M | Sell |
23,861
-8,120
| -25% | -$630K | 0.16% | 88 |
|
|
2019
Q3 | $2.36M | Sell |
31,981
-18,098
| -36% | -$1.33M | 0.23% | 78 |
|
|
2019
Q2 | $3.79M | Buy |
50,079
+2,815
| +6% | +$213K | 0.36% | 64 |
|
|
2019
Q1 | $3.54M | Buy |
47,264
+11,494
| +32% | +$860K | 0.36% | 64 |
|
|
2018
Q4 | $2.34M | Buy |
35,770
+1,894
| +6% | +$124K | 0.26% | 72 |
|
|
2018
Q3 | $2.79M | Buy |
33,876
+4,653
| +16% | +$383K | 0.27% | 72 |
|
|
2018
Q2 | $2.26M | Buy |
29,223
+9,148
| +46% | +$707K | 0.23% | 75 |
|
|
2018
Q1 | $1.51M | Buy |
20,075
+513
| +3% | +$38.7K | 0.21% | 46 |
|
|
2017
Q4 | $1.57M | Hold |
19,562
| – | – | 0.21% | 48 |
|
|
2017
Q3 | $1.48M | Buy |
19,562
+1,200
| +7% | +$90.5K | 0.2% | 47 |
|
|
2017
Q2 | $1.35M | Sell |
18,362
-502
| -3% | -$36.8K | 0.19% | 50 |
|
|
2017
Q1 | $1.41M | Buy |
18,864
+302
| +2% | +$22.5K | 0.21% | 50 |
|
|
2016
Q4 | $1.34M | Buy |
18,562
+1,912
| +11% | +$138K | 0.2% | 43 |
|
|
2016
Q3 | $1.09M | Sell |
16,650
-500
| -3% | -$32.8K | 0.15% | 48 |
|
|
2016
Q2 | $1.08M | Hold |
17,150
| – | – | 0.15% | 45 |
|
|
2016
Q1 | $1.04M | Sell |
17,150
-150
| -0.9% | -$9.12K | 0.14% | 45 |
|
|
2015
Q4 | $976K | Sell |
17,300
-489
| -3% | -$27.6K | 0.13% | 48 |
|
|
2015
Q3 | $967K | Sell |
17,789
-461
| -3% | -$25.1K | 0.12% | 51 |
|
|
2015
Q2 | $1.08M | Sell |
18,250
-1,401
| -7% | -$83.1K | 0.12% | 49 |
|
|
2015
Q1 | $1.18M | Sell |
19,651
-46,726
| -70% | -$2.8M | 0.13% | 49 |
|
|
2014
Q4 | $4.7M | Buy |
66,377
+2,446
| +4% | +$173K | 0.49% | 33 |
|
|
2014
Q3 | $4.7M | Buy |
63,931
+3,401
| +6% | +$250K | 0.58% | 28 |
|
|
2014
Q2 | $4.46M | Buy |
60,530
+5,293
| +10% | +$390K | 0.5% | 34 |
|
|
2014
Q1 | $3.7M | Buy |
55,237
+1,096
| +2% | +$73.5K | 0.43% | 36 |
|
|
2013
Q4 | $3.61M | Sell |
54,141
-1,400
| -3% | -$93.2K | 0.39% | 37 |
|
|
2013
Q3 | $3.71M | Buy |
55,541
+668
| +1% | +$44.6K | 0.46% | 38 |
|
|
2013
Q2 | $3.18M | Buy |
+54,873
| New | +$3.18M | 0.41% | 40 |
|