Dorsey & Whitney Trust’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 | $792K | Buy |
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|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $588K | Hold |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $602K | Buy |
|
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $595K | Hold |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $415K | Hold |
|
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $349K | Hold |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $384K | Hold |
|
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|
2018
Q2 | $360K | Hold |
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|
2018
Q1 | $352K | Hold |
|
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|
2017
Q4 | $372K | Hold |
|
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|
2017
Q3 | $353K | Hold |
|
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|
2017
Q2 | $341K | Sell |
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|
2017
Q1 | $350K | Hold |
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|
2016
Q4 | $337K | Hold |
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|
2016
Q3 | $307K | Buy |
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|
2016
Q2 | $295K | Sell |
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|
2016
Q1 | $312K | Hold |
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|
2015
Q4 | $291K | Hold |
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|
2015
Q3 | $281K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $212K | Sell |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $235K | Buy |
|