Envestnet Asset Management’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 | $50.1M | Sell |
453,070
-11,053
| -2% | -$1.22M | 0.01% | 748 |
|
|
2025
Q1 | $44.3M | Buy |
464,123
+3,403
| +0.7% | +$325K | 0.01% | 766 |
|
|
2024
Q4 | $44.7M | Buy |
460,720
+400,558
| +666% | +$38.9M | 0.01% | 773 |
|
|
2024
Q3 | $5.43M | Sell |
60,162
-3,292
| -5% | -$297K | ﹤0.01% | 2050 |
|
|
2024
Q2 | $5.32M | Buy |
63,454
+495
| +0.8% | +$41.5K | ﹤0.01% | 1988 |
|
|
2024
Q1 | $6.15M | Buy |
62,959
+23,186
| +58% | +$2.26M | ﹤0.01% | 1837 |
|
|
2023
Q4 | $3.94M | Sell |
39,773
-1,684
| -4% | -$167K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $3.5M | Buy |
41,457
+6,071
| +17% | +$512K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $3.2M | Buy |
35,386
+4,224
| +14% | +$381K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $2.78M | Sell |
31,162
-1,718
| -5% | -$153K | ﹤0.01% | 1995 |
|
|
2022
Q4 | $2.98M | Sell |
32,880
-220
| -0.7% | -$19.9K | ﹤0.01% | 1910 |
|
|
2022
Q3 | $2.9M | Buy |
33,100
+1,102
| +3% | +$96.6K | ﹤0.01% | 1855 |
|
|
2022
Q2 | $3.08M | Buy |
31,998
+181
| +0.6% | +$17.4K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $3.75M | Sell |
31,817
-860
| -3% | -$101K | ﹤0.01% | 1777 |
|
|
2021
Q4 | $3.52M | Sell |
32,677
-1,627
| -5% | -$175K | ﹤0.01% | 1799 |
|
|
2021
Q3 | $3.42M | Sell |
34,304
-470
| -1% | -$46.9K | ﹤0.01% | 1759 |
|
|
2021
Q2 | $3.57M | Sell |
34,774
-2,280
| -6% | -$234K | ﹤0.01% | 1716 |
|
|
2021
Q1 | $3.3M | Buy |
37,054
+9,531
| +35% | +$849K | ﹤0.01% | 1646 |
|
|
2020
Q4 | $2.09M | Sell |
27,523
-3,421
| -11% | -$260K | ﹤0.01% | 1727 |
|
|
2020
Q3 | $1.81M | Buy |
30,944
+1,110
| +4% | +$64.8K | ﹤0.01% | 1666 |
|
|
2020
Q2 | $1.58M | Sell |
29,834
-1,842
| -6% | -$97.7K | ﹤0.01% | 1708 |
|
|
2020
Q1 | $1.59M | Sell |
31,676
-32,336
| -51% | -$1.63M | ﹤0.01% | 1544 |
|
|
2019
Q4 | $4.96M | Buy |
64,012
+18,034
| +39% | +$1.4M | 0.01% | 1127 |
|
|
2019
Q3 | $3.39M | Buy |
45,978
+5,350
| +13% | +$395K | ﹤0.01% | 1254 |
|
|
2019
Q2 | $3.07M | Buy |
40,628
+6,186
| +18% | +$467K | ﹤0.01% | 1314 |
|
|
2019
Q1 | $2.58M | Buy |
34,442
+8,654
| +34% | +$648K | ﹤0.01% | 1345 |
|
|
2018
Q4 | $1.69M | Buy |
+25,788
| New | +$1.69M | ﹤0.01% | 1426 |
|
|
2018
Q3 | – | Sell |
-12,157
| Closed | -$940K | – | 1401 |
|
|
2018
Q2 | $940K | Sell |
12,157
-3,819
| -24% | -$295K | ﹤0.01% | 1079 |
|
|
2018
Q1 | $1.21M | Buy |
15,976
+617
| +4% | +$46.6K | ﹤0.01% | 882 |
|
|
2017
Q4 | $1.23M | Buy |
15,359
+814
| +6% | +$65.1K | ﹤0.01% | 1122 |
|
|
2017
Q3 | $1.1M | Buy |
14,545
+177
| +1% | +$13.4K | ﹤0.01% | 1129 |
|
|
2017
Q2 | $1.06M | Sell |
14,368
-9
| -0.1% | -$661 | ﹤0.01% | 1168 |
|
|
2017
Q1 | $1.08M | Sell |
14,377
-383
| -3% | -$28.7K | ﹤0.01% | 1195 |
|
|
2016
Q4 | $1.06M | Buy |
14,760
+671
| +5% | +$48.2K | ﹤0.01% | 1161 |
|
|
2016
Q3 | $924K | Buy |
14,089
+728
| +5% | +$47.7K | ﹤0.01% | 1288 |
|
|
2016
Q2 | $847K | Buy |
13,361
+2,945
| +28% | +$187K | ﹤0.01% | 1407 |
|
|
2016
Q1 | $632K | Sell |
10,416
-1,969
| -16% | -$119K | ﹤0.01% | 1533 |
|
|
2015
Q4 | $699K | Sell |
12,385
-137
| -1% | -$7.73K | ﹤0.01% | 1457 |
|
|
2015
Q3 | $683K | Buy |
12,522
+966
| +8% | +$52.7K | ﹤0.01% | 1456 |
|
|
2015
Q2 | $685K | Sell |
11,556
-191
| -2% | -$11.3K | ﹤0.01% | 1574 |
|
|
2015
Q1 | $704K | Buy |
11,747
+11,257
| +2,297% | +$675K | ﹤0.01% | 1429 |
|
|
2014
Q4 | $35K | Sell |
490
-263
| -35% | -$18.8K | ﹤0.01% | 1541 |
|
|
2014
Q3 | $55K | Sell |
753
-35
| -4% | -$2.56K | ﹤0.01% | 1485 |
|
|
2014
Q2 | $58K | Buy |
788
+393
| +99% | +$28.9K | ﹤0.01% | 1383 |
|
|
2014
Q1 | $26K | Sell |
395
-41
| -9% | -$2.7K | ﹤0.01% | 1575 |
|
|
2013
Q4 | $29K | Sell |
436
-95
| -18% | -$6.32K | ﹤0.01% | 1396 |
|
|
2013
Q3 | $36K | Sell |
531
-29
| -5% | -$1.97K | ﹤0.01% | 1289 |
|
|
2013
Q2 | $32K | Buy |
+560
| New | +$32K | ﹤0.01% | 1290 |
|