First Business Financial Services’s Bank of Montreal BMO Stock Holding History

First Business Financial Services’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$276K	Hold	2,492	–	–	0.02%	163
2025 Q1	$238K	Buy	+2,492	New	+$238K	0.02%	154
2023 Q2	–	Sell	-2,713	Closed	-$242K	–	169
2023 Q1	$242K	Buy	2,713 +37	+1%	+$3.3K	0.03%	150
2022 Q4	$242K	Sell	2,676 -4,940	-65%	-$447K	0.03%	144
2022 Q3	$406K	Buy	7,616 +2,981	+64%	+$159K	0.06%	110
2022 Q2	$446K	Hold	4,635	–	–	0.06%	105
2022 Q1	$547K	Hold	4,635	–	–	0.06%	100
2021 Q4	$499K	Hold	4,635	–	–	0.05%	107
2021 Q3	$462K	Hold	4,635	–	–	0.05%	108
2021 Q2	$475K	Hold	4,635	–	–	0.06%	105
2021 Q1	$413K	Hold	4,635	–	–	0.05%	101
2020 Q4	$352K	Hold	4,635	–	–	0.05%	101
2020 Q3	$271K	Hold	4,635	–	–	0.05%	108
2020 Q2	$246K	Hold	4,635	–	–	0.04%	111
2020 Q1	$233K	Buy	4,635 +100	+2%	+$5.03K	0.05%	106
2019 Q4	$351K	Hold	4,535	–	–	0.06%	97
2019 Q3	$334K	Sell	4,535 -1	-0%	-$74	0.06%	91
2019 Q2	$342K	Hold	4,536	–	–	0.06%	92
2019 Q1	$339K	Sell	4,536 -2	-0%	-$149	0.06%	83
2018 Q4	$297K	Buy	4,538 +3	+0.1%	+$196	0.05%	120
2018 Q3	$374K	Hold	4,535	–	–	0.06%	86
2018 Q2	$350K	Hold	4,535	–	–	0.06%	72
2018 Q1	$343K	Sell	4,535 -961	-17%	-$72.7K	0.06%	69
2017 Q4	$440K	Buy	5,496 +228	+4%	+$18.3K	0.08%	66
2017 Q3	$399K	Hold	5,268	–	–	0.08%	67
2017 Q2	$387K	Hold	5,268	–	–	0.08%	64
2017 Q1	$394K	Hold	5,268	–	–	0.08%	67
2016 Q4	$379K	Hold	5,268	–	–	0.09%	54
2016 Q3	$345K	Hold	5,268	–	–	0.08%	63
2016 Q2	$334K	Hold	5,268	–	–	0.09%	61
2016 Q1	$320K	Sell	5,268 -416	-7%	-$25.3K	0.09%	63
2015 Q4	$321K	Hold	5,684	–	–	0.1%	39
2015 Q3	$310K	Hold	5,684	–	–	0.1%	47
2015 Q2	$337K	Hold	5,684	–	–	0.1%	52
2015 Q1	$341K	Buy	5,684 +1,674	+42%	+$100K	0.1%	44
2014 Q4	$284K	Sell	4,010 -200	-5%	-$14.2K	0.09%	64
2014 Q3	$310K	Buy	4,210 +1,070	+34%	+$78.8K	0.11%	34
2014 Q2	$231K	Sell	3,140 -150	-5%	-$11K	0.09%	61
2014 Q1	$220K	Hold	3,290	–	–	0.09%	66
2013 Q4	$219K	Hold	3,290	–	–	0.09%	35
2013 Q3	$220K	Sell	3,290 -607	-16%	-$40.6K	0.12%	27
2013 Q2	$226K	Buy	+3,897	New	+$226K	0.13%	25