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
Q3 | $1.98M | Buy |
15,229
+17
| +0.1% | +$2.01K | 0.08% | 230 |
|
|
2025
Q2 | $1.68M | Buy |
+15,212
| New | +$1.53M | 0.07% | 244 |
|
|
2024
Q4 | $1.6M | Buy |
16,440
+82
| +0.5% | +$7.75K | 0.08% | 238 |
|
|
2024
Q3 | $1.48M | Sell |
16,358
-1,506
| -8% | -$128K | 0.07% | 277 |
|
|
2024
Q2 | $1.5M | Sell |
17,864
-1,491
| -8% | -$135K | 0.07% | 261 |
|
|
2024
Q1 | $1.89M | Sell |
19,355
-43
| -0.2% | -$4.06K | 0.09% | 235 |
|
|
2023
Q4 | $1.92M | Sell |
19,398
-1,087
| -5% | -$90.7K | 0.1% | 218 |
|
|
2023
Q3 | $1.73M | Buy |
20,485
+1,441
| +8% | +$127K | 0.1% | 217 |
|
|
2023
Q2 | $1.72M | Buy |
19,044
+1,043
| +6% | +$92.2K | 0.09% | 225 |
|
|
2023
Q1 | $1.6M | Buy |
18,001
+279
| +2% | +$26.5K | 0.09% | 232 |
|
|
2022
Q4 | $1.61M | Sell |
17,722
-799
| -4% | -$74K | 0.1% | 214 |
|
|
2022
Q3 | $1.62M | Buy |
18,521
+1,725
| +10% | +$167K | 0.11% | 183 |
|
|
2022
Q2 | $1.61M | Sell |
16,796
-2,407
| -13% | -$256K | 0.11% | 188 |
|
|
2022
Q1 | $2.27M | Buy |
19,203
+2,327
| +14% | +$270K | 0.13% | 145 |
|
|
2021
Q4 | $1.82M | Buy |
16,876
+337
| +2% | +$36.3K | 0.1% | 182 |
|
|
2021
Q3 | $1.65M | Buy |
16,539
+423
| +3% | +$42.6K | 0.1% | 183 |
|
|
2021
Q2 | $1.65M | Buy |
16,116
+498
| +3% | +$49.2K | 0.1% | 186 |
|
|
2021
Q1 | $1.39M | Sell |
15,618
-433
| -3% | -$35.3K | 0.11% | 189 |
|
|
2020
Q4 | $1.22M | Buy |
16,051
+744
| +5% | +$50.9K | 0.08% | 229 |
|
|
2020
Q3 | $894K | Buy |
15,307
+2,091
| +16% | +$121K | 0.08% | 243 |
|
|
2020
Q2 | $701K | Buy |
13,216
+3,095
| +31% | +$158K | 0.07% | 285 |
|
|
2020
Q1 | $509K | Sell |
10,121
-2,769
| -21% | -$188K | 0.06% | 315 |
|
|
2019
Q4 | $999K | Buy |
12,890
+442
| +4% | +$33.3K | 0.1% | 215 |
|
|
2019
Q3 | $918K | Buy |
12,448
+1,142
| +10% | +$83.2K | 0.1% | 224 |
|
|
2019
Q2 | $853K | Buy |
11,306
+33
| +0.3% | +$2.52K | 0.09% | 237 |
|
|
2019
Q1 | $843K | Buy |
11,273
+582
| +5% | +$43K | 0.11% | 217 |
|
|
2018
Q4 | $699K | Sell |
10,691
-1,359
| -11% | -$101K | 0.1% | 234 |
|
|
2018
Q3 | $994K | Buy |
12,050
+360
| +3% | +$29K | 0.12% | 191 |
|
|
2018
Q2 | $903K | Buy |
11,690
+1,315
| +13% | +$101K | 0.12% | 193 |
|
|
2018
Q1 | $784K | Buy |
10,375
+466
| +5% | +$36.7K | 0.11% | 221 |
|
|
2017
Q4 | $793K | Buy |
9,909
+93
| +0.9% | +$7.25K | 0.11% | 220 |
|
|
2017
Q3 | $743K | Buy |
9,816
+331
| +3% | +$24.7K | 0.11% | 219 |
|
|
2017
Q2 | $697K | Sell |
9,485
-283
| -3% | -$20K | 0.12% | 219 |
|
|
2017
Q1 | $731K | Buy |
9,768
+1,075
| +12% | +$81.2K | 0.13% | 194 |
|
|
2016
Q4 | $625K | Sell |
8,693
-231
| -3% | -$15.4K | 0.12% | 217 |
|
|
2016
Q3 | $585K | Buy |
8,924
+378
| +4% | +$24.6K | 0.12% | 214 |
|
|
2016
Q2 | $542K | Buy |
8,546
+880
| +11% | +$55.8K | 0.12% | 206 |
|
|
2016
Q1 | $465K | Sell |
7,666
-256
| -3% | -$14K | 0.11% | 224 |
|
|
2015
Q4 | $447K | Buy |
7,922
+2,710
| +52% | +$156K | 0.11% | 225 |
|
|
2015
Q3 | $284K | Buy |
5,212
+572
| +12% | +$31.4K | 0.07% | 321 |
|
|
2015
Q2 | $275K | Buy |
4,640
+1
| +0% | +$63 | 0.07% | 350 |
|
|
2015
Q1 | $278K | Buy |
4,639
+174
| +4% | +$10.8K | 0.07% | 336 |
|
|
2014
Q4 | $316K | Buy |
4,465
+70
| +2% | +$5.01K | 0.08% | 295 |
|
|
2014
Q3 | $324K | Buy |
4,395
+185
| +4% | +$13.9K | 0.09% | 283 |
|
|
2014
Q2 | $310K | Sell |
4,210
-67
| -2% | -$4.67K | 0.09% | 291 |
|
|
2014
Q1 | $287K | Buy |
4,277
+276
| +7% | +$17.9K | 0.08% | 303 |
|
|
2013
Q4 | $267K | Sell |
4,001
-30
| -0.7% | -$2.04K | 0.08% | 317 |
|
|
2013
Q3 | $269K | Buy |
+4,031
| New | +$253K | 0.08% | 304 |
|
Other funds holding BMO
