Envestnet Asset Management’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 | $50.1M | Sell |
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|
2025
Q1 | $44.3M | Buy |
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|
2024
Q4 | $44.7M | Buy |
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|
2024
Q3 | $5.43M | Sell |
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|
2024
Q2 | $5.32M | Buy |
|
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|
2024
Q1 | $6.15M | Buy |
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|
2023
Q4 | $3.94M | Sell |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.2M | Buy |
|
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|
2023
Q1 | $2.78M | Sell |
|
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.75M | Sell |
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|
2021
Q4 | $3.52M | Sell |
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|
2021
Q3 | $3.42M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.3M | Buy |
|
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.58M | Sell |
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|
2020
Q1 | $1.59M | Sell |
|
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|
2019
Q4 | $4.96M | Buy |
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|
2019
Q3 | $3.39M | Buy |
|
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|
2019
Q2 | $3.06M | Buy |
|
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|
2019
Q1 | $2.58M | Buy |
|
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|
2018
Q4 | $1.69M | Buy |
|
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|
2018
Q3 | – | Sell |
|
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|
2018
Q2 | $940K | Sell |
|
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|
2018
Q1 | $1.21M | Buy |
|
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|
2017
Q4 | $1.23M | Buy |
|
|||||
|
2017
Q3 | $1.1M | Buy |
|
|||||
|
2017
Q2 | $1.05M | Sell |
|
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|
2017
Q1 | $1.08M | Sell |
|
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|
2016
Q4 | $1.06M | Buy |
|
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|
2016
Q3 | $924K | Buy |
|
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|
2016
Q2 | $847K | Buy |
|
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|
2016
Q1 | $632K | Sell |
|
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|
2015
Q4 | $699K | Sell |
|
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|
2015
Q3 | $683K | Buy |
|
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|
2015
Q2 | $685K | Sell |
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|
2015
Q1 | $704K | Buy |
|
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|
2014
Q4 | $35K | Sell |
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|
2014
Q3 | $55K | Sell |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $26K | Sell |
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|
2013
Q4 | $29K | Sell |
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|
2013
Q3 | $36K | Sell |
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|
2013
Q2 | $32K | Buy |
|