Erste 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 | $53.1K | Buy |
+260
| New | +$53.1K | ﹤0.01% | 854 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 565 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 577 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 585 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 579 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 579 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 592 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 593 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 621 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 625 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 618 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 608 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 623 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 595 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 560 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 549 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 536 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 491 |
|
|
2020
Q2 | – | Sell |
-33,820
| Closed | -$1.61M | – | 474 |
|
|
2020
Q1 | $1.61M | Buy |
33,820
+7,220
| +27% | +$344K | 0.09% | 206 |
|
|
2019
Q4 | $2.06M | Sell |
26,600
-2,300
| -8% | -$178K | 0.09% | 205 |
|
|
2019
Q3 | $2.13M | Buy |
28,900
+3,000
| +12% | +$221K | 0.11% | 177 |
|
|
2019
Q2 | $1.95M | Buy |
25,900
+8,200
| +46% | +$618K | 0.1% | 180 |
|
|
2019
Q1 | $1.33M | Sell |
17,700
-2,800
| -14% | -$211K | 0.07% | 218 |
|
|
2018
Q4 | $1.33M | Buy |
+20,500
| New | +$1.33M | 0.09% | 204 |
|