Financial Counselors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $463K | Sell |
|
|||||
|
2024
Q4 | $474K | Sell |
|
|||||
|
2024
Q3 | $443K | Sell |
|
|||||
|
2024
Q2 | $433K | Sell |
|
|||||
|
2024
Q1 | $515K | Sell |
|
|||||
|
2023
Q4 | $522K | Hold |
|
|||||
|
2023
Q3 | $445K | Sell |
|
|||||
|
2023
Q2 | $684K | Sell |
|
|||||
|
2023
Q1 | $778K | Sell |
|
|||||
|
2022
Q4 | $892K | Sell |
|
|||||
|
2022
Q3 | $930K | Sell |
|
|||||
|
2022
Q2 | $1.06M | Sell |
|
|||||
|
2022
Q1 | $1.37M | Buy |
|
|||||
|
2021
Q4 | $1.12M | Sell |
|
|||||
|
2021
Q3 | $1.05M | Hold |
|
|||||
|
2021
Q2 | $1.08M | Sell |
|
|||||
|
2021
Q1 | $955K | Buy |
|
|||||
|
2020
Q4 | $757K | Buy |
|
|||||
|
2020
Q3 | $560K | Sell |
|
|||||
|
2020
Q2 | $513K | Sell |
|
|||||
|
2020
Q1 | $493K | Sell |
|
|||||
|
2019
Q4 | $994K | Hold |
|
|||||
|
2019
Q3 | $946K | Sell |
|
|||||
|
2019
Q2 | $983K | Sell |
|
|||||
|
2019
Q1 | $977K | Sell |
|
|||||
|
2018
Q4 | $916K | Hold |
|
|||||
|
2018
Q3 | $1.16M | Hold |
|
|||||
|
2018
Q2 | $1.08M | Buy |
|
|||||
|
2018
Q1 | $862K | Sell |
|
|||||
|
2017
Q4 | $932K | Sell |
|
|||||
|
2017
Q3 | $920K | Sell |
|
|||||
|
2017
Q2 | $955K | Sell |
|
|||||
|
2017
Q1 | $1.04M | Sell |
|
|||||
|
2016
Q4 | $1.05M | Buy |
|
|||||
|
2016
Q2 | $886K | Sell |
|
|||||
|
2016
Q1 | $849K | Buy |
|
|||||
|
2015
Q4 | $654K | Buy |
|
|||||
|
2015
Q3 | $489K | Hold |
|
|||||
|
2015
Q2 | $532K | Buy |
|
|||||
|
2015
Q1 | $509K | Buy |
|
|||||
|
2014
Q4 | $589K | Sell |
|
|||||
|
2014
Q3 | $620K | Sell |
|
|||||
|
2014
Q2 | $732K | Hold |
|
|||||
|
2014
Q1 | $666K | Sell |
|
|||||
|
2013
Q4 | $683K | Sell |
|
|||||
|
2013
Q3 | $696K | Sell |
|
|||||
|
2013
Q2 | $608K | Buy |
|