Ensign Peak Advisors’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 | $4.78M | Sell |
43,229
-4,000
| -8% | -$442K | 0.01% | 654 |
|
2025
Q1 | $4.51M | Sell |
47,229
-4,500
| -9% | -$430K | 0.01% | 652 |
|
2024
Q4 | $5.02M | Hold |
51,729
| – | – | 0.01% | 644 |
|
2024
Q3 | $4.78M | Buy |
51,729
+100
| +0.2% | +$9.24K | 0.01% | 636 |
|
2024
Q2 | $4.49M | Buy |
51,629
+2,900
| +6% | +$252K | 0.01% | 653 |
|
2024
Q1 | $4.89M | Hold |
48,729
| – | – | 0.01% | 637 |
|
2023
Q4 | $4.73M | Buy |
48,729
+4,500
| +10% | +$437K | 0.01% | 634 |
|
2023
Q3 | $3.75M | Buy |
44,229
+1,500
| +4% | +$127K | 0.01% | 652 |
|
2023
Q2 | $3.78M | Hold |
42,729
| – | – | 0.01% | 667 |
|
2023
Q1 | $3.81M | Buy |
42,729
+8,400
| +24% | +$748K | 0.01% | 646 |
|
2022
Q4 | $3.31M | Buy |
34,329
+2,900
| +9% | +$279K | 0.01% | 667 |
|
2022
Q3 | $3.01M | Buy |
31,429
+1,000
| +3% | +$95.6K | 0.01% | 654 |
|
2022
Q2 | $2.98M | Hold |
30,429
| – | – | 0.01% | 669 |
|
2022
Q1 | $3.54M | Hold |
30,429
| – | – | 0.01% | 684 |
|
2021
Q4 | $3.28M | Hold |
30,429
| – | – | 0.01% | 793 |
|
2021
Q3 | $3.03M | Buy |
30,429
+400
| +1% | +$39.8K | 0.01% | 871 |
|
2021
Q2 | $3M | Buy |
30,029
+2,600
| +9% | +$260K | 0.01% | 885 |
|
2021
Q1 | $2.41M | Hold |
27,429
| – | – | 0.01% | 1015 |
|
2020
Q4 | $2.08M | Buy |
27,429
+303
| +1% | +$23K | ﹤0.01% | 1044 |
|
2020
Q3 | $1.63M | Sell |
27,126
-5,839
| -18% | -$350K | ﹤0.01% | 1078 |
|
2020
Q2 | $1.84M | Buy |
32,965
+409
| +1% | +$22.8K | 0.01% | 1021 |
|
2020
Q1 | $1.78M | Buy |
32,556
+339
| +1% | +$18.6K | 0.01% | 895 |
|
2019
Q4 | $2.5M | Buy |
+32,217
| New | +$2.5M | 0.01% | 954 |
|