Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.89M | Sell |
|
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|
2023
Q4 | $1.92M | Sell |
|
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|
2023
Q3 | $1.73M | Buy |
|
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|
2023
Q2 | $1.72M | Buy |
|
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|
2023
Q1 | $1.6M | Buy |
|
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|
2022
Q4 | $1.61M | Sell |
|
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|
2022
Q3 | $1.62M | Buy |
|
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|
2022
Q2 | $1.61M | Sell |
|
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|
2022
Q1 | $2.27M | Buy |
|
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|
2021
Q4 | $1.82M | Buy |
|
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|
2021
Q3 | $1.65M | Buy |
|
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|
2021
Q2 | $1.65M | Buy |
|
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|
2021
Q1 | $1.39M | Sell |
|
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|
2020
Q4 | $1.22M | Buy |
|
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|
2020
Q3 | $894K | Buy |
|
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|
2020
Q2 | $701K | Buy |
|
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|
2020
Q1 | $509K | Sell |
|
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|
2019
Q4 | $999K | Buy |
|
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|
2019
Q3 | $918K | Buy |
|
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|
2019
Q2 | $853K | Buy |
|
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|
2019
Q1 | $843K | Buy |
|
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|
2018
Q4 | $699K | Sell |
|
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|
2018
Q3 | $994K | Buy |
|
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|
2018
Q2 | $903K | Buy |
|
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|
2018
Q1 | $784K | Buy |
|
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|
2017
Q4 | $793K | Buy |
|
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|
2017
Q3 | $743K | Buy |
|
|||||
|
2017
Q2 | $697K | Sell |
|
|||||
|
2017
Q1 | $731K | Buy |
|
|||||
|
2016
Q4 | $625K | Sell |
|
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|
2016
Q3 | $585K | Buy |
|
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|
2016
Q2 | $542K | Buy |
|
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|
2016
Q1 | $465K | Sell |
|
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|
2015
Q4 | $447K | Buy |
|
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|
2015
Q3 | $284K | Buy |
|
|||||
|
2015
Q2 | $275K | Buy |
|
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|
2015
Q1 | $278K | Buy |
|
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|
2014
Q4 | $316K | Buy |
|
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|
2014
Q3 | $324K | Buy |
|
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|
2014
Q2 | $310K | Sell |
|
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|
2014
Q1 | $287K | Buy |
|
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|
2013
Q4 | $267K | Sell |
|
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|
2013
Q3 | $269K | Buy |
|