Mitsubishi UFJ Trust & Banking’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 | – | Sell |
-600
| Closed | -$57.6K | – | 1059 |
|
|
2025
Q1 | $57.6K | Buy |
+600
| New | +$59.3K | ﹤0.01% | 1050 |
|
|
2024
Q3 | – | Sell |
-2,501
| Closed | -$210K | – | 1066 |
|
|
2024
Q2 | $210K | Sell |
2,501
-200
| -7% | -$18.2K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $264K | Sell |
2,701
-25,084
| -90% | -$2.37M | ﹤0.01% | 978 |
|
|
2023
Q4 | $2.75M | Sell |
27,785
-134,720
| -83% | -$11.2M | 0.01% | 751 |
|
|
2023
Q3 | $13.7M | Sell |
162,505
-21,000
| -11% | -$1.85M | 0.03% | 466 |
|
|
2023
Q2 | $16.6M | Buy |
183,505
+6,566
| +4% | +$580K | 0.04% | 440 |
|
|
2023
Q1 | $15.8M | Buy |
176,939
+22,104
| +14% | +$2.1M | 0.04% | 452 |
|
|
2022
Q4 | $14M | Buy |
154,835
+23,458
| +18% | +$2.17M | 0.04% | 469 |
|
|
2022
Q3 | $11.6M | Buy |
131,377
+10,008
| +8% | +$968K | 0.03% | 485 |
|
|
2022
Q2 | $19.4M | Buy |
121,369
+46,923
| +63% | +$4.99M | 0.05% | 381 |
|
|
2022
Q1 | $8.77M | Buy |
74,446
+22,936
| +45% | +$2.66M | 0.02% | 597 |
|
|
2021
Q4 | $8.94M | Sell |
51,510
-11,261
| -18% | -$1.21M | 0.02% | 623 |
|
|
2021
Q3 | $10.1M | Sell |
62,771
-10,475
| -14% | -$1.05M | 0.02% | 603 |
|
|
2021
Q2 | $7.51M | Buy |
+73,246
| New | +$7.23M | 0.02% | 689 |
|
|
2021
Q1 | – | Sell |
-78,132
| Closed | -$5.93M | – | 1284 |
|
|
2020
Q4 | $5.93M | Sell |
78,132
-2,307
| -3% | -$158K | 0.01% | 719 |
|
|
2020
Q3 | $4.68M | Sell |
80,439
-1,727
| -2% | -$100K | 0.01% | 713 |
|
|
2020
Q2 | $4.35M | Sell |
82,166
-11,102
| -12% | -$566K | 0.01% | 710 |
|
|
2020
Q1 | $4.68M | Buy |
93,268
+2,011
| +2% | +$136K | 0.01% | 668 |
|
|
2019
Q4 | $7.03M | Sell |
91,257
-8,794
| -9% | -$662K | 0.02% | 680 |
|
|
2019
Q3 | $7.37M | Buy |
+100,051
| New | +$7.29M | 0.02% | 640 |
|
Other funds holding BMO
