DZ Bank’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
Q1 | – | Sell |
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|
2024
Q4 | $922K | Hold |
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|
2024
Q3 | $857K | Hold |
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|
2024
Q2 | $797K | Hold |
|
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|
2024
Q1 | $928K | Hold |
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|
2023
Q4 | $950K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $17.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $580K | Hold |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $553K | Hold |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $10.4M | Buy |
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|
2019
Q4 | $13.1M | Buy |
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|
2019
Q3 | $2.06M | Hold |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.71M | Buy |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $6.49M | Sell |
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|
2018
Q2 | $8.45M | Sell |
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|
2018
Q1 | $9.8M | Buy |
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|
2017
Q4 | $10.2M | Sell |
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|
2017
Q3 | $10.9M | Sell |
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|
2017
Q2 | $10.9M | Buy |
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|
2017
Q1 | $9.7M | Sell |
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|
2016
Q4 | $9.55M | Buy |
|