Mercer Global Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
6,767
-26
| -0.4% | -$2.88K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $649K | Buy |
6,793
+493
| +8% | +$47.1K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $611K | Buy |
+6,300
| New | +$611K | ﹤0.01% | 1339 |
|
|
2024
Q1 | – | Sell |
-8,614
| Closed | -$852K | – | 2026 |
|
|
2023
Q4 | $852K | Sell |
8,614
-395
| -4% | -$39.1K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $760K | Buy |
9,009
+757
| +9% | +$63.9K | ﹤0.01% | 1057 |
|
|
2023
Q2 | $745K | Sell |
8,252
-475
| -5% | -$42.9K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $778K | Sell |
8,727
-89
| -1% | -$7.93K | ﹤0.01% | 1004 |
|
|
2022
Q4 | $799K | Sell |
8,816
-689
| -7% | -$62.4K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $833K | Buy |
9,505
+3,111
| +49% | +$273K | ﹤0.01% | 924 |
|
|
2022
Q2 | $615K | Buy |
6,394
+633
| +11% | +$60.9K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $680K | Sell |
5,761
-78
| -1% | -$9.21K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $629K | Sell |
5,839
-370
| -6% | -$39.9K | ﹤0.01% | 1094 |
|
|
2021
Q3 | $619K | Buy |
6,209
+1,027
| +20% | +$102K | ﹤0.01% | 1070 |
|
|
2021
Q2 | $531K | Buy |
5,182
+731
| +16% | +$74.9K | ﹤0.01% | 1116 |
|
|
2021
Q1 | $397K | Buy |
4,451
+217
| +5% | +$19.4K | ﹤0.01% | 1184 |
|
|
2020
Q4 | $322K | Sell |
4,234
-156
| -4% | -$11.9K | ﹤0.01% | 1047 |
|
|
2020
Q3 | $256K | Sell |
4,390
-5,393
| -55% | -$314K | ﹤0.01% | 1017 |
|
|
2020
Q2 | $519K | Buy |
9,783
+1,398
| +17% | +$74.2K | 0.01% | 670 |
|
|
2020
Q1 | $421K | Sell |
8,385
-169
| -2% | -$8.49K | 0.01% | 701 |
|
|
2019
Q4 | $663K | Buy |
8,554
+122
| +1% | +$9.46K | 0.01% | 637 |
|
|
2019
Q3 | $621K | Buy |
8,432
+145
| +2% | +$10.7K | 0.01% | 622 |
|
|
2019
Q2 | $625K | Buy |
8,287
+432
| +5% | +$32.6K | 0.02% | 605 |
|
|
2019
Q1 | $588K | Buy |
+7,855
| New | +$588K | 0.02% | 577 |
|