Dimensional Fund Advisors’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
Q2 | $393M | Sell |
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|
2025
Q1 | $340M | Sell |
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|
2024
Q4 | $350M | Buy |
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|
2024
Q3 | $321M | Buy |
|
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|
2024
Q2 | $295M | Sell |
|
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|
2024
Q1 | $352M | Sell |
|
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|
2023
Q4 | $357M | Buy |
|
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|
2023
Q3 | $302M | Sell |
|
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|
2023
Q2 | $335M | Sell |
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|
2023
Q1 | $331M | Sell |
|
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|
2022
Q4 | $342K | Buy |
|
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|
2022
Q3 | $324M | Sell |
|
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|
2022
Q2 | $356M | Buy |
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|
2022
Q1 | $411M | Sell |
|
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|
2021
Q4 | $384M | Buy |
|
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|
2021
Q3 | $351M | Buy |
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|
2021
Q2 | $339M | Sell |
|
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|
2021
Q1 | $294M | Buy |
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|
2020
Q4 | $251M | Buy |
|
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|
2020
Q3 | $192M | Sell |
|
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|
2020
Q2 | $176M | Sell |
|
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|
2020
Q1 | $169M | Sell |
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|
2019
Q4 | $265M | Sell |
|
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|
2019
Q3 | $255M | Sell |
|
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|
2019
Q2 | $262M | Sell |
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|
2019
Q1 | $266M | Sell |
|
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|
2018
Q4 | $235M | Sell |
|
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|
2018
Q3 | $310M | Sell |
|
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|
2018
Q2 | $303M | Sell |
|
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|
2018
Q1 | $301M | Buy |
|
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|
2017
Q4 | $315M | Buy |
|
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|
2017
Q3 | $288M | Buy |
|
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|
2017
Q2 | $276M | Buy |
|
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|
2017
Q1 | $271M | Sell |
|
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|
2016
Q4 | $270M | Buy |
|
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|
2016
Q3 | $245M | Buy |
|
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|
2016
Q2 | $224M | Buy |
|
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|
2016
Q1 | $161M | Buy |
|
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|
2015
Q4 | $127M | Buy |
|
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|
2015
Q3 | $120M | Buy |
|
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|
2015
Q2 | $103M | Buy |
|
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|
2015
Q1 | $66.8M | Buy |
|
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|
2014
Q4 | $43.9M | Buy |
|
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|
2014
Q3 | $29.1M | Buy |
|
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|
2014
Q2 | $24.8M | Buy |
|
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|
2014
Q1 | $14.4M | Buy |
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|
2013
Q4 | $3.51M | Buy |
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|
2013
Q3 | $3.36M | Buy |
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|
2013
Q2 | $2.73M | Buy |
|