HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
22,121
-6,307
| -22% | -$876K | ﹤0.01% | 1481 |
|
|
2025
Q4 | $3.69M | Sell |
28,428
-411
| -1% | -$52K | ﹤0.01% | 1322 |
|
|
2025
Q3 | $3.76M | Sell |
28,839
-809
| -3% | -$95.8K | ﹤0.01% | 1272 |
|
|
2025
Q2 | $3.28M | Buy |
29,648
+7,420
| +33% | +$748K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $2.12M | Sell |
22,228
-68
| -0.3% | -$6.72K | ﹤0.01% | 1494 |
|
|
2024
Q4 | $2.16M | Buy |
22,296
+2,322
| +12% | +$219K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $1.8M | Sell |
19,974
-1,531
| -7% | -$131K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $1.8M | Sell |
21,505
-5,272
| -20% | -$479K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $2.62M | Sell |
26,777
-1,377
| -5% | -$130K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $2.79M | Sell |
28,154
-3,264
| -10% | -$272K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $2.65M | Sell |
31,418
-40,163
| -56% | -$3.53M | 0.01% | 1224 |
|
|
2023
Q2 | $6.52M | Buy |
71,581
+2,258
| +3% | +$200K | 0.01% | 799 |
|
|
2023
Q1 | $6.21M | Sell |
69,323
-1,367
| -2% | -$130K | 0.01% | 770 |
|
|
2022
Q4 | $6.45M | Buy |
70,690
+2,744
| +4% | +$254K | 0.01% | 752 |
|
|
2022
Q3 | $6.02M | Buy |
67,946
+45,046
| +197% | +$4.36M | 0.02% | 728 |
|
|
2022
Q2 | $2.2M | Buy |
22,900
+760
| +3% | +$80.8K | 0.01% | 1207 |
|
|
2022
Q1 | $2.61M | Sell |
22,140
-499
| -2% | -$57.8K | 0.01% | 1222 |
|
|
2021
Q4 | $2.44M | Sell |
22,639
-2,686
| -11% | -$289K | 0.01% | 1249 |
|
|
2021
Q3 | $2.52M | Buy |
25,325
+619
| +3% | +$62.3K | 0.01% | 1133 |
|
|
2021
Q2 | $2.54M | Buy |
24,706
+631
| +3% | +$62.3K | 0.01% | 1101 |
|
|
2021
Q1 | $2.15M | Buy |
24,075
+114
| +0.5% | +$9.3K | 0.01% | 1097 |
|
|
2020
Q4 | $1.82M | Buy |
23,961
+271
| +1% | +$18.5K | 0.01% | 957 |
|
|
2020
Q3 | $1.39M | Buy |
23,690
+3,109
| +15% | +$180K | 0.01% | 1047 |
|
|
2020
Q2 | $1.09M | Sell |
20,581
-10,046
| -33% | -$512K | 0.01% | 1069 |
|
|
2020
Q1 | $1.55M | Buy |
+30,627
| New | +$2.08M | 0.01% | 830 |
|
|
2019
Q4 | – | Sell |
-66,133
| Closed | -$4.85M | – | 2384 |
|
|
2019
Q3 | $4.85M | Buy |
66,133
+515
| +0.8% | +$37.5K | 0.03% | 565 |
|
|
2019
Q2 | $4.98M | Buy |
65,618
+246
| +0.4% | +$18.8K | 0.03% | 544 |
|
|
2019
Q1 | $4.84M | Buy |
65,372
+1,732
| +3% | +$128K | 0.03% | 510 |
|
|
2018
Q4 | $4.17M | Sell |
63,640
-2,094
| -3% | -$155K | 0.03% | 512 |
|
|
2018
Q3 | $5.43M | Buy |
65,734
+440
| +0.7% | +$35.4K | 0.04% | 482 |
|
|
2018
Q2 | $5.04M | Sell |
65,294
-2,431
| -4% | -$187K | 0.04% | 495 |
|
|
2018
Q1 | $5.14M | Buy |
67,725
+1,239
| +2% | +$97.5K | 0.04% | 458 |
|
|
2017
Q4 | $5.33M | Buy |
66,486
+1,384
| +2% | +$108K | 0.04% | 444 |
|
|
2017
Q3 | $4.94M | Buy |
65,102
+1,625
| +3% | +$121K | 0.04% | 466 |
|
|
2017
Q2 | $4.64M | Buy |
63,477
+2,572
| +4% | +$182K | 0.04% | 489 |
|
|
2017
Q1 | $4.51M | Buy |
60,905
+2,079
| +4% | +$157K | 0.04% | 465 |
|
|
2016
Q4 | $4.22M | Sell |
58,826
-171
| -0.3% | -$11.4K | 0.05% | 438 |
|
|
2016
Q3 | $3.88M | Sell |
58,997
-29,529
| -33% | -$1.92M | 0.04% | 444 |
|
|
2016
Q2 | $5.62M | Sell |
88,526
-5,731
| -6% | -$363K | 0.07% | 289 |
|
|
2016
Q1 | $5.7M | Buy |
94,257
+69,323
| +278% | +$3.8M | 0.07% | 351 |
|
|
2015
Q4 | $1.41M | Sell |
24,934
-983
| -4% | -$56.5K | 0.02% | 784 |
|
|
2015
Q3 | $1.41M | Buy |
+25,917
| New | +$1.42M | 0.02% | 735 |
|
|
2015
Q2 | – | Sell |
-6,892
| Closed | -$413K | – | 1592 |
|
|
2015
Q1 | $413K | Sell |
6,892
-61,706
| -90% | -$3.83M | 0.01% | 1135 |
|
|
2014
Q4 | $4.86M | Buy |
68,598
+61,051
| +809% | +$4.37M | 0.07% | 291 |
|
|
2014
Q3 | $556K | Sell |
7,547
-56,198
| -88% | -$4.23M | 0.01% | 985 |
|
|
2014
Q2 | $4.7M | Buy |
63,745
+610
| +1% | +$42.5K | 0.08% | 276 |
|
|
2014
Q1 | $4.23M | Buy |
63,135
+53,635
| +565% | +$3.48M | 0.08% | 279 |
|
|
2013
Q4 | $633K | Sell |
9,500
-48,804
| -84% | -$3.32M | 0.01% | 870 |
|
|
2013
Q3 | $3.9M | Buy |
58,304
+657
| +1% | +$41.2K | 0.1% | 236 |
|
|
2013
Q2 | $3.35M | Buy |
+57,647
| New | +$3.49M | 0.09% | 255 |
|
Other funds holding BMO
VCM
