Guardian Capital Advisors (Canada)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.1M | Buy |
374,594
+9,486
| +3% | +$809K | 3.36% | 3 |
|
|
2024
Q2 | $31M | Sell |
365,108
-39,087
| -10% | -$3.55M | 3.3% | 3 |
|
|
2024
Q1 | $37.3M | Sell |
404,195
-7,081
| -2% | -$669K | 4.02% | 3 |
|
|
2023
Q4 | $41.1M | Sell |
411,276
-2,712
| -0.7% | -$226K | 4.28% | 3 |
|
|
2023
Q3 | $34.3M | Buy |
413,988
+26,955
| +7% | +$2.37M | 3.84% | 3 |
|
|
2023
Q2 | $34.4M | Buy |
387,033
+51,186
| +15% | +$4.52M | 3.91% | 3 |
|
|
2023
Q1 | $30M | Sell |
335,847
-3,418
| -1% | -$324K | 3.46% | 3 |
|
|
2022
Q4 | $32.6M | Buy |
339,265
+1,274
| +0.4% | +$118K | 3.69% | 3 |
|
|
2022
Q3 | $28.6M | Buy |
337,991
+6,580
| +2% | +$636K | 3.57% | 4 |
|
|
2022
Q2 | $30.6M | Sell |
331,411
-795
| -0.2% | -$84.5K | 3.52% | 5 |
|
|
2022
Q1 | $38M | Sell |
332,206
-1,335
| -0.4% | -$155K | 3.71% | 4 |
|
|
2021
Q4 | $38.6M | Sell |
333,541
-995
| -0.3% | -$107K | 3.72% | 5 |
|
|
2021
Q3 | $33.6M | Buy |
334,536
+2,698
| +0.8% | +$272K | 3.49% | 5 |
|
|
2021
Q2 | $34.1M | Sell |
331,838
-3,290
| -1% | -$325K | 3.5% | 5 |
|
|
2021
Q1 | $38M | Buy |
335,128
+24
| +0% | +$1.96K | 4.34% | 4 |
|
|
2020
Q4 | $25.4M | Buy |
335,104
+5,383
| +2% | +$368K | 3.42% | 4 |
|
|
2020
Q3 | $19.8M | Buy |
329,721
+13,772
| +4% | +$797K | 3.04% | 6 |
|
|
2020
Q2 | $16.8M | Buy |
315,949
+32,679
| +12% | +$1.67M | 3.25% | 7 |
|
|
2020
Q1 | $13.2M | Buy |
283,270
+15,274
| +6% | +$1.04M | 3.17% | 7 |
|
|
2019
Q4 | $27.2M | Sell |
267,996
-3,682
| -1% | -$277K | 3.41% | 6 |
|
|
2019
Q3 | $25.7M | Buy |
271,678
+3,065
| +1% | +$223K | 3.44% | 5 |
|
|
2019
Q2 | $26.6M | Sell |
268,613
-172
| -0.1% | -$13.2K | 3.52% | 5 |
|
|
2019
Q1 | $28M | Sell |
268,785
-1,870
| -0.7% | -$138K | 3.74% | 5 |
|
|
2018
Q4 | $24.8M | Sell |
270,655
-2,062
| -0.8% | -$153K | 3.63% | 4 |
|
|
2018
Q3 | $28.5M | Sell |
272,717
-244
| -0.1% | -$19.6K | 3.89% | 4 |
|
|
2018
Q2 | $28M | Buy |
272,961
+3,318
| +1% | +$255K | 3.76% | 4 |
|
|
2018
Q1 | $25.3M | Sell |
269,643
-3,957
| -1% | -$311K | 3.56% | 4 |
|
|
2017
Q4 | $28.3M | Sell |
273,600
-904
| -0.3% | -$70.5K | 3.71% | 4 |
|
|
2017
Q3 | $26.9M | Sell |
274,504
-2,926
| -1% | -$218K | 3.69% | 4 |
|
|
2017
Q2 | $26.6M | Sell |
277,430
-1,893
| -0.7% | -$134K | 3.83% | 4 |
|
|
2017
Q1 | $27.6M | Sell |
279,323
-6,154
| -2% | -$465K | 3.94% | 4 |
|
|
2016
Q4 | $27.5M | Sell |
285,477
-3,590
| -1% | -$239K | 3.96% | 4 |
|
|
2016
Q3 | $18.3M | Buy |
289,067
+5,722
| +2% | +$372K | 3.29% | 4 |
|
|
2016
Q2 | $17.8M | Sell |
283,345
-79
| -0% | -$5.01K | 3.32% | 4 |
|
|
2016
Q1 | $17.4M | Sell |
283,424
-1,653
| -0.6% | -$90.6K | 3.24% | 5 |
|
|
2015
Q4 | $15.2M | Sell |
285,077
-7,237
| -2% | -$416K | 3.16% | 5 |
|
|
2015
Q3 | $15.9M | Sell |
292,314
-10,126
| -3% | -$556K | 3.28% | 5 |
|
|
2015
Q2 | $17.9M | Buy |
302,440
+11,900
| +4% | +$747K | 3.35% | 4 |
|
|
2015
Q1 | $22M | Buy |
290,540
+15,126
| +5% | +$938K | 3.32% | 4 |
|
|
2014
Q4 | $20.6M | Buy |
275,414
+21,352
| +8% | +$1.53M | 3.35% | 4 |
|
|
2014
Q3 | $20.8M | Sell |
254,062
-8,886
| -3% | -$668K | 3.46% | 4 |
|
|
2014
Q2 | $19.5M | Buy |
262,948
+2,536
| +1% | +$177K | 3.41% | 4 |
|
|
2014
Q1 | $17.3M | Buy |
260,412
+2,159
| +0.8% | +$140K | 3.3% | 4 |
|
|
2013
Q4 | $17.4M | Buy |
258,253
+2,513
| +1% | +$171K | 3.4% | 4 |
|
|
2013
Q3 | $17.1M | Buy |
255,740
+243,090
| +1,922% | +$15.2M | 3.65% | 4 |
|
|
2013
Q2 | $700K | Buy |
+12,650
| New | +$766K | 0.2% | 92 |
|
Other funds holding BMO
