Ferguson Wellman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $656K | Sell |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $978K | Hold |
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|
2019
Q2 | $1M | Hold |
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|
2019
Q1 | $992K | Buy |
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|
2018
Q4 | $854K | Sell |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.22M | Sell |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $12.5M | Buy |
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|
2016
Q2 | $9.18M | Buy |
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|
2016
Q1 | $7.98M | Buy |
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|
2015
Q4 | $4.63M | Sell |
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|
2015
Q3 | $4.51M | Buy |
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|
2015
Q2 | $4.57M | Buy |
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|
2015
Q1 | $687K | Sell |
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|
2014
Q4 | $949K | Sell |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.2M | Sell |
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|
2014
Q1 | $1.24M | Sell |
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|
2013
Q4 | $7.8M | Buy |
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|
2013
Q3 | $7.58M | Buy |
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