Fidelity Investments’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 | $538M | Sell |
4,853,286
-119,250
| -2% | -$13.2M | 0.03% | 463 |
|
|
2025
Q1 | $475M | Sell |
4,972,536
-235,895
| -5% | -$22.5M | 0.03% | 472 |
|
|
2024
Q4 | $506M | Buy |
5,208,431
+161,710
| +3% | +$15.7M | 0.03% | 467 |
|
|
2024
Q3 | $455M | Buy |
5,046,721
+625,797
| +14% | +$56.5M | 0.03% | 510 |
|
|
2024
Q2 | $371M | Buy |
4,420,924
+952,301
| +27% | +$79.9M | 0.02% | 561 |
|
|
2024
Q1 | $339M | Buy |
3,468,623
+141,977
| +4% | +$13.9M | 0.02% | 584 |
|
|
2023
Q4 | $329M | Buy |
3,326,646
+29,517
| +0.9% | +$2.92M | 0.03% | 561 |
|
|
2023
Q3 | $278M | Buy |
3,297,129
+301,391
| +10% | +$25.4M | 0.02% | 579 |
|
|
2023
Q2 | $271M | Sell |
2,995,738
-2,749,074
| -48% | -$248M | 0.02% | 609 |
|
|
2023
Q1 | $512M | Sell |
5,744,812
-508,748
| -8% | -$45.3M | 0.05% | 396 |
|
|
2022
Q4 | $567M | Buy |
6,253,560
+2,637,985
| +73% | +$239M | 0.06% | 342 |
|
|
2022
Q3 | $317M | Buy |
3,615,575
+462,658
| +15% | +$40.6M | 0.03% | 500 |
|
|
2022
Q2 | $303M | Sell |
3,152,917
-46,905
| -1% | -$4.51M | 0.03% | 548 |
|
|
2022
Q1 | $377M | Buy |
3,199,822
+139,800
| +5% | +$16.5M | 0.03% | 538 |
|
|
2021
Q4 | $329M | Buy |
3,060,022
+21,720
| +0.7% | +$2.34M | 0.02% | 603 |
|
|
2021
Q3 | $303M | Buy |
3,038,302
+165,392
| +6% | +$16.5M | 0.02% | 631 |
|
|
2021
Q2 | $294M | Buy |
2,872,910
+23,178
| +0.8% | +$2.38M | 0.02% | 661 |
|
|
2021
Q1 | $254M | Sell |
2,849,732
-33,634
| -1% | -$3M | 0.02% | 680 |
|
|
2020
Q4 | $219M | Sell |
2,883,366
-169,650
| -6% | -$12.9M | 0.02% | 709 |
|
|
2020
Q3 | $178M | Sell |
3,053,016
-27,003
| -0.9% | -$1.58M | 0.02% | 673 |
|
|
2020
Q2 | $164M | Buy |
3,080,019
+443,398
| +17% | +$23.6M | 0.02% | 687 |
|
|
2020
Q1 | $133M | Buy |
2,636,621
+1,367,199
| +108% | +$69M | 0.02% | 653 |
|
|
2019
Q4 | $98.4M | Sell |
1,269,422
-43,529
| -3% | -$3.37M | 0.01% | 916 |
|
|
2019
Q3 | $96.7M | Buy |
1,312,951
+257,070
| +24% | +$18.9M | 0.01% | 908 |
|
|
2019
Q2 | $79.8M | Sell |
1,055,881
-22,899
| -2% | -$1.73M | 0.01% | 1010 |
|
|
2019
Q1 | $80.7M | Sell |
1,078,780
-143,102
| -12% | -$10.7M | 0.01% | 991 |
|
|
2018
Q4 | $79.8M | Buy |
1,221,882
+25,437
| +2% | +$1.66M | 0.01% | 944 |
|
|
2018
Q3 | $98.7M | Buy |
1,196,445
+583,957
| +95% | +$48.2M | 0.01% | 958 |
|
|
2018
Q2 | $47.3M | Sell |
612,488
-3,327,745
| -84% | -$257M | 0.01% | 1300 |
|
|
2018
Q1 | $298M | Buy |
3,940,233
+2,659,133
| +208% | +$201M | 0.04% | 517 |
|
|
2017
Q4 | $103M | Buy |
1,281,100
+64,190
| +5% | +$5.14M | 0.01% | 989 |
|
|
2017
Q3 | $92.1M | Buy |
1,216,910
+323,290
| +36% | +$24.5M | 0.01% | 1008 |
|
|
2017
Q2 | $65.6M | Sell |
893,620
-633,810
| -41% | -$46.5M | 0.01% | 1176 |
|
|
2017
Q1 | $114M | Buy |
1,527,430
+12,910
| +0.9% | +$964K | 0.01% | 932 |
|
|
2016
Q4 | $109M | Sell |
1,514,520
-49,010
| -3% | -$3.53M | 0.01% | 949 |
|
|
2016
Q3 | $102M | Sell |
1,563,530
-681,202
| -30% | -$44.6M | 0.01% | 958 |
|
|
2016
Q2 | $142M | Buy |
2,244,732
+355,122
| +19% | +$22.5M | 0.02% | 812 |
|
|
2016
Q1 | $115M | Sell |
1,889,610
-686,361
| -27% | -$41.7M | 0.02% | 903 |
|
|
2015
Q4 | $145M | Buy |
2,575,971
+43,701
| +2% | +$2.47M | 0.02% | 802 |
|
|
2015
Q3 | $138M | Sell |
2,532,270
-252,090
| -9% | -$13.7M | 0.02% | 815 |
|
|
2015
Q2 | $165M | Sell |
2,784,360
-98,100
| -3% | -$5.81M | 0.02% | 797 |
|
|
2015
Q1 | $173M | Sell |
2,882,460
-1,106,000
| -28% | -$66.3M | 0.02% | 760 |
|
|
2014
Q4 | $282M | Sell |
3,988,460
-809,203
| -17% | -$57.2M | 0.04% | 512 |
|
|
2014
Q3 | $353M | Buy |
4,797,663
+58,602
| +1% | +$4.31M | 0.05% | 415 |
|
|
2014
Q2 | $349M | Sell |
4,739,061
-55,700
| -1% | -$4.1M | 0.05% | 439 |
|
|
2014
Q1 | $321M | Sell |
4,794,761
-4,322,700
| -47% | -$289M | 0.04% | 442 |
|
|
2013
Q4 | $608M | Sell |
9,117,461
-2,888,959
| -24% | -$193M | 0.09% | 259 |
|
|
2013
Q3 | $801M | Buy |
12,006,420
+4,890,756
| +69% | +$326M | 0.12% | 184 |
|
|
2013
Q2 | $413M | Buy |
+7,115,664
| New | +$413M | 0.07% | 337 |
|