Johnson Financial Group Inc (Wisconsin)’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 | $107K | Sell |
794
-212
| -21% | -$29.5K | ﹤0.01% | 394 |
|
|
2025
Q4 | $131K | Hold |
1,006
| – | – | ﹤0.01% | 387 |
|
|
2025
Q3 | $131K | Sell |
1,006
-24
| -2% | -$2.84K | ﹤0.01% | 415 |
|
|
2025
Q2 | $114K | Buy |
1,030
+962
| +1,415% | +$96.9K | 0.01% | 364 |
|
|
2025
Q1 | $6.5K | Sell |
68
-10
| -13% | -$989 | ﹤0.01% | 788 |
|
|
2024
Q4 | $7.81K | Sell |
78
-659
| -89% | -$62.3K | ﹤0.01% | 666 |
|
|
2024
Q3 | $66.5K | Buy |
737
+693
| +1,575% | +$59.1K | ﹤0.01% | 489 |
|
|
2024
Q2 | $3.69K | Buy |
+44
| New | +$4K | ﹤0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-472
| Closed | -$39.8K | – | 931 |
|
|
2023
Q3 | $39.8K | Sell |
472
-2,016
| -81% | -$177K | ﹤0.01% | 418 |
|
|
2023
Q2 | $225K | Sell |
2,488
-3,363
| -57% | -$297K | 0.02% | 255 |
|
|
2023
Q1 | $521K | Sell |
5,851
-121
| -2% | -$11.5K | 0.04% | 180 |
|
|
2022
Q4 | $541K | Hold |
5,972
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $533K | Sell |
5,972
-3,413
| -36% | -$330K | 0.05% | 154 |
|
|
2022
Q2 | $903K | Sell |
9,385
-414
| -4% | -$44K | 0.06% | 129 |
|
|
2022
Q1 | $1.16M | Buy |
9,799
+527
| +6% | +$61.1K | 0.08% | 118 |
|
|
2021
Q4 | $999K | Hold |
9,272
| – | – | 0.06% | 138 |
|
|
2021
Q3 | $925K | Sell |
9,272
-60
| -0.6% | -$6.04K | 0.06% | 133 |
|
|
2021
Q2 | $957K | Hold |
9,332
| – | – | 0.06% | 131 |
|
|
2021
Q1 | $832K | Sell |
9,332
-522
| -5% | -$42.6K | 0.06% | 136 |
|
|
2020
Q4 | $749K | Sell |
9,854
-1,980
| -17% | -$136K | 0.06% | 127 |
|
|
2020
Q3 | $692K | Sell |
11,834
-2,362
| -17% | -$137K | 0.07% | 120 |
|
|
2020
Q2 | $753K | Sell |
14,196
-2,958
| -17% | -$151K | 0.08% | 101 |
|
|
2020
Q1 | $863K | Sell |
17,154
-2,100
| -11% | -$142K | 0.1% | 99 |
|
|
2019
Q4 | $1.49M | Buy |
19,254
+141
| +0.7% | +$10.6K | 0.13% | 81 |
|
|
2019
Q3 | $1.41M | Hold |
19,113
| – | – | 0.13% | 110 |
|
|
2019
Q2 | $1.44M | Sell |
19,113
-607
| -3% | -$46.4K | 0.13% | 106 |
|
|
2019
Q1 | $1.48M | Sell |
19,720
-363
| -2% | -$26.8K | 0.13% | 101 |
|
|
2018
Q4 | $1.31M | Sell |
20,083
-788
| -4% | -$58.4K | 0.14% | 103 |
|
|
2018
Q3 | $1.72M | Sell |
20,871
-837
| -4% | -$67.3K | 0.18% | 93 |
|
|
2018
Q2 | $1.68M | Sell |
21,708
-1,037
| -5% | -$79.8K | 0.18% | 88 |
|
|
2018
Q1 | $1.72M | Buy |
22,745
+28
| +0.1% | +$2.2K | 0.21% | 87 |
|
|
2017
Q4 | $1.82M | Sell |
22,717
-633
| -3% | -$49.4K | 0.22% | 90 |
|
|
2017
Q3 | $1.77M | Buy |
23,350
+1,369
| +6% | +$102K | 0.23% | 83 |
|
|
2017
Q2 | $1.61M | Buy |
21,981
+249
| +1% | +$17.6K | 0.23% | 91 |
|
|
2017
Q1 | $1.63M | Buy |
21,732
+55
| +0.3% | +$4.15K | 0.2% | 114 |
|
|
2016
Q4 | $1.56M | Sell |
21,677
-2,171
| -9% | -$145K | 0.22% | 107 |
|
|
2016
Q3 | $1.56M | Buy |
23,848
+1,143
| +5% | +$74.3K | 0.21% | 103 |
|
|
2016
Q2 | $1.44M | Sell |
22,705
-1,438
| -6% | -$91.2K | 0.2% | 109 |
|
|
2016
Q1 | $1.47M | Sell |
24,143
-3,268
| -12% | -$179K | 0.29% | 84 |
|
|
2015
Q4 | $1.55M | Sell |
27,411
-2,375
| -8% | -$137K | 0.32% | 74 |
|
|
2015
Q3 | $1.63M | Buy |
29,786
+1,649
| +6% | +$90.6K | 0.36% | 65 |
|
|
2015
Q2 | $1.67M | Buy |
28,137
+1,016
| +4% | +$63.8K | 0.35% | 66 |
|
|
2015
Q1 | $1.63M | Sell |
27,121
-13,249
| -33% | -$822K | 0.35% | 69 |
|
|
2014
Q4 | $2.85M | Buy |
40,370
+9,524
| +31% | +$682K | 0.66% | 29 |
|
|
2014
Q3 | $2.27M | Buy |
30,846
+3,791
| +14% | +$285K | 0.59% | 40 |
|
|
2014
Q2 | $1.99M | Buy |
27,055
+7
| +0% | +$488 | 0.52% | 44 |
|
|
2014
Q1 | $1.81M | Buy |
27,048
+220
| +0.8% | +$14.3K | 0.53% | 43 |
|
|
2013
Q4 | $1.79M | Buy |
26,828
+257
| +1% | +$17.5K | 0.52% | 45 |
|
|
2013
Q3 | $1.77M | Buy |
26,571
+3,702
| +16% | +$232K | 0.54% | 42 |
|
|
2013
Q2 | $1.33M | Buy |
+22,869
| New | +$1.39M | 0.37% | 57 |
|
Other funds holding BMO
VCM
