MassMutual Private Wealth & Trust’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 | $81K | Buy |
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|
2025
Q2 | $64.8K | Sell |
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|
2025
Q1 | $68.1K | Buy |
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|
2024
Q4 | $66K | Buy |
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|
2024
Q3 | $41.6K | Sell |
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|
2024
Q2 | $47.8K | Buy |
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|
2024
Q1 | $52.1K | Buy |
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|
2023
Q4 | $44.6K | Sell |
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|
2023
Q3 | $38.2K | Buy |
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|
2023
Q2 | $22.4K | Buy |
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|
2023
Q1 | $20.9K | Buy |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $22.9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11.3K | Sell |
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|
2015
Q3 | $249K | Sell |
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|
2015
Q2 | $481K | Buy |
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|
2015
Q1 | $37.5K | Sell |
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|
2014
Q4 | $218K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13.1K | Buy |
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