MPWT
MassMutual Private Wealth & Trust’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.8K | Sell |
586
-127
| -18% | -$14.1K | ﹤0.01% | 711 |
|
|
2025
Q1 | $68.1K | Buy |
713
+33
| +5% | +$3.15K | ﹤0.01% | 652 |
|
|
2024
Q4 | $66K | Buy |
680
+219
| +48% | +$21.3K | ﹤0.01% | 674 |
|
|
2024
Q3 | $41.6K | Sell |
461
-109
| -19% | -$9.83K | ﹤0.01% | 705 |
|
|
2024
Q2 | $47.8K | Buy |
570
+37
| +7% | +$3.1K | ﹤0.01% | 648 |
|
|
2024
Q1 | $52.1K | Buy |
533
+82
| +18% | +$8.01K | ﹤0.01% | 611 |
|
|
2023
Q4 | $44.6K | Sell |
451
-2
| -0.4% | -$198 | ﹤0.01% | 631 |
|
|
2023
Q3 | $38.2K | Buy |
453
+205
| +83% | +$17.3K | ﹤0.01% | 657 |
|
|
2023
Q2 | $22.4K | Buy |
248
+14
| +6% | +$1.26K | ﹤0.01% | 736 |
|
|
2023
Q1 | $20.9K | Buy |
234
+22
| +10% | +$1.96K | ﹤0.01% | 724 |
|
|
2022
Q4 | $19K | Buy |
212
+45
| +27% | +$4.03K | ﹤0.01% | 642 |
|
|
2022
Q3 | $15K | Buy |
167
+28
| +20% | +$2.52K | ﹤0.01% | 646 |
|
|
2022
Q2 | $13K | Buy |
139
+39
| +39% | +$3.65K | ﹤0.01% | 659 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2021
Q4 | $11K | Buy |
100
+45
| +82% | +$4.95K | ﹤0.01% | 712 |
|
|
2021
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 857 |
|
|
2021
Q2 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 781 |
|
|
2020
Q1 | – | Sell |
-363
| Closed | -$28K | – | 676 |
|
|
2019
Q4 | $28K | Buy |
363
+362
| +36,200% | +$27.9K | ﹤0.01% | 493 |
|
|
2019
Q3 | $0 | Sell |
1
-305
| -100% | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $23K | Hold |
306
| – | – | ﹤0.01% | 481 |
|
|
2019
Q1 | $22.9K | Buy |
+306
| New | +$22.9K | ﹤0.01% | 498 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$11.3K | – | 839 |
|
|
2015
Q4 | $11.3K | Sell |
200
-3,181
| -94% | -$179K | ﹤0.01% | 470 |
|
|
2015
Q3 | $249K | Sell |
3,381
-3,159
| -48% | -$233K | 0.05% | 243 |
|
|
2015
Q2 | $481K | Buy |
6,540
+5,915
| +946% | +$435K | 0.11% | 177 |
|
|
2015
Q1 | $37.5K | Sell |
625
-2,460
| -80% | -$148K | 0.01% | 382 |
|
|
2014
Q4 | $218K | Buy |
+3,085
| New | +$218K | 0.07% | 182 |
|
|
2014
Q2 | – | Sell |
-195
| Closed | -$13.1K | – | 554 |
|
|
2014
Q1 | $13.1K | Buy |
+195
| New | +$13.1K | 0.01% | 307 |
|