Federated Hermes’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 | $135M | Buy |
1,222,689
+24,914
| +2% | +$2.76M | 0.25% | 105 |
|
|
2025
Q1 | $114M | Buy |
1,197,775
+37,281
| +3% | +$3.56M | 0.25% | 96 |
|
|
2024
Q4 | $113M | Buy |
1,160,494
+1,089,199
| +1,528% | +$106M | 0.25% | 100 |
|
|
2024
Q3 | $6.43M | Sell |
71,295
-988
| -1% | -$89.1K | 0.01% | 664 |
|
|
2024
Q2 | $6.06M | Sell |
72,283
-6,767
| -9% | -$567K | 0.01% | 666 |
|
|
2024
Q1 | $7.72M | Sell |
79,050
-5,287
| -6% | -$516K | 0.02% | 621 |
|
|
2023
Q4 | $8.34M | Sell |
84,337
-4,162
| -5% | -$412K | 0.02% | 598 |
|
|
2023
Q3 | $7.47M | Sell |
88,499
-2,442
| -3% | -$206K | 0.02% | 600 |
|
|
2023
Q2 | $8.21M | Sell |
90,941
-1,015
| -1% | -$91.7K | 0.02% | 587 |
|
|
2023
Q1 | $8.19M | Buy |
91,956
+375
| +0.4% | +$33.4K | 0.02% | 590 |
|
|
2022
Q4 | $8.3M | Sell |
91,581
-5,492
| -6% | -$498K | 0.02% | 584 |
|
|
2022
Q3 | $8.51M | Sell |
97,073
-917
| -0.9% | -$80.4K | 0.02% | 562 |
|
|
2022
Q2 | $9.42M | Sell |
97,990
-39
| -0% | -$3.75K | 0.03% | 559 |
|
|
2022
Q1 | $11.6M | Sell |
98,029
-42,156
| -30% | -$4.97M | 0.03% | 566 |
|
|
2021
Q4 | $15.1M | Buy |
140,185
+3,605
| +3% | +$388K | 0.03% | 552 |
|
|
2021
Q3 | $13.6M | Buy |
136,580
+3,574
| +3% | +$356K | 0.03% | 568 |
|
|
2021
Q2 | $13.6M | Buy |
133,006
+2,441
| +2% | +$250K | 0.03% | 576 |
|
|
2021
Q1 | $11.6M | Buy |
130,565
+1,974
| +2% | +$176K | 0.02% | 621 |
|
|
2020
Q4 | $9.78M | Sell |
128,591
-233
| -0.2% | -$17.7K | 0.02% | 644 |
|
|
2020
Q3 | $7.53M | Sell |
128,824
-6,135
| -5% | -$358K | 0.02% | 641 |
|
|
2020
Q2 | $7.16M | Buy |
134,959
+46,935
| +53% | +$2.49M | 0.02% | 619 |
|
|
2020
Q1 | $4.42M | Buy |
88,024
+3,000
| +4% | +$151K | 0.01% | 658 |
|
|
2019
Q4 | $6.59M | Sell |
85,024
-216
| -0.3% | -$16.7K | 0.01% | 697 |
|
|
2019
Q3 | $6.29M | Sell |
85,240
-2,582
| -3% | -$190K | 0.02% | 708 |
|
|
2019
Q2 | $6.63M | Buy |
87,822
+1,592
| +2% | +$120K | 0.02% | 703 |
|
|
2019
Q1 | $6.45M | Buy |
86,230
+18,186
| +27% | +$1.36M | 0.02% | 708 |
|
|
2018
Q4 | $4.45M | Buy |
68,044
+30,576
| +82% | +$2M | 0.01% | 773 |
|
|
2018
Q3 | $3.09M | Sell |
37,468
-96,652
| -72% | -$7.98M | 0.01% | 944 |
|
|
2018
Q2 | $10.4M | Sell |
134,120
-2,919
| -2% | -$226K | 0.03% | 434 |
|
|
2018
Q1 | $10.4M | Buy |
137,039
+1,427
| +1% | +$108K | 0.03% | 412 |
|
|
2017
Q4 | $10.9M | Buy |
135,612
+6,796
| +5% | +$544K | 0.03% | 403 |
|
|
2017
Q3 | $9.75M | Buy |
128,816
+2,799
| +2% | +$212K | 0.03% | 401 |
|
|
2017
Q2 | $9.26M | Buy |
126,017
+7,625
| +6% | +$560K | 0.03% | 416 |
|
|
2017
Q1 | $8.86M | Buy |
118,392
+3,874
| +3% | +$290K | 0.03% | 438 |
|
|
2016
Q4 | $8.24M | Buy |
114,518
+15,010
| +15% | +$1.08M | 0.02% | 440 |
|
|
2016
Q3 | $6.53M | Buy |
99,508
+8,799
| +10% | +$577K | 0.02% | 505 |
|
|
2016
Q2 | $5.75M | Buy |
90,709
+29,147
| +47% | +$1.85M | 0.02% | 515 |
|
|
2016
Q1 | $3.74M | Buy |
61,562
+3,206
| +5% | +$195K | 0.01% | 627 |
|
|
2015
Q4 | $3.29M | Sell |
58,356
-14,502
| -20% | -$818K | 0.01% | 693 |
|
|
2015
Q3 | $3.97M | Sell |
72,858
-34,366
| -32% | -$1.87M | 0.01% | 631 |
|
|
2015
Q2 | $6.36M | Buy |
107,224
+6,000
| +6% | +$356K | 0.02% | 546 |
|
|
2015
Q1 | $6.07M | Sell |
101,224
-601,813
| -86% | -$36.1M | 0.02% | 560 |
|
|
2014
Q4 | $49.7M | Buy |
703,037
+268,096
| +62% | +$19M | 0.15% | 126 |
|
|
2014
Q3 | $32M | Buy |
434,941
+105,405
| +32% | +$7.76M | 0.1% | 194 |
|
|
2014
Q2 | $24.3M | Buy |
329,536
+29,737
| +10% | +$2.19M | 0.08% | 253 |
|
|
2014
Q1 | $20.1M | Buy |
299,799
+85,269
| +40% | +$5.71M | 0.07% | 280 |
|
|
2013
Q4 | $14.3M | Buy |
214,530
+76,301
| +55% | +$5.09M | 0.05% | 347 |
|
|
2013
Q3 | $9.24M | Buy |
138,229
+618
| +0.4% | +$41.3K | 0.04% | 399 |
|
|
2013
Q2 | $7.99M | Buy |
+137,611
| New | +$7.99M | 0.03% | 420 |
|