FineMark National Bank & Trust’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
Q1 | – | Sell |
-3,240
| Closed | -$314K | – | 446 |
|
|
2024
Q4 | $314K | Sell |
3,240
-5,681
| -64% | -$551K | 0.01% | 343 |
|
|
2024
Q3 | $805K | Buy |
+8,921
| New | +$805K | 0.03% | 237 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$2K | – | 441 |
|
|
2016
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1157 |
|
|
2016
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1151 |
|
|
2015
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1351 |
|
|
2015
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1233 |
|
|
2015
Q1 | $2K | Sell |
27
-400
| -94% | -$29.6K | ﹤0.01% | 1234 |
|
|
2014
Q4 | $30K | Hold |
427
| – | – | ﹤0.01% | 804 |
|
|
2014
Q3 | $31K | Hold |
427
| – | – | 0.01% | 761 |
|
|
2014
Q2 | $31K | Hold |
427
| – | – | 0.01% | 757 |
|
|
2014
Q1 | $29K | Buy |
427
+100
| +31% | +$6.79K | 0.01% | 770 |
|
|
2013
Q4 | $22K | Sell |
327
-26
| -7% | -$1.75K | ﹤0.01% | 806 |
|
|
2013
Q3 | $24K | Buy |
353
+296
| +519% | +$20.1K | 0.01% | 747 |
|
|
2013
Q2 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1129 |
|