MML Investors Services’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 | $3.88M | Buy |
35,078
+907
| +3% | +$100K | 0.01% | 906 |
|
|
2025
Q1 | $3.26M | Buy |
34,171
+810
| +2% | +$77.4K | 0.01% | 937 |
|
|
2024
Q4 | $3.24M | Buy |
33,361
+24,874
| +293% | +$2.41M | 0.01% | 892 |
|
|
2024
Q3 | $765K | Sell |
8,487
-207
| -2% | -$18.7K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $729K | Sell |
8,694
-11,106
| -56% | -$931K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $1.93M | Sell |
19,800
-586
| -3% | -$57.2K | 0.01% | 1060 |
|
|
2023
Q4 | $2.02M | Sell |
20,386
-3,038
| -13% | -$301K | 0.01% | 988 |
|
|
2023
Q3 | $1.98M | Sell |
23,424
-1,196
| -5% | -$101K | 0.01% | 910 |
|
|
2023
Q2 | $2.22M | Buy |
+24,620
| New | +$2.22M | 0.01% | 865 |
|
|
2023
Q1 | – | Sell |
-26,982
| Closed | -$2.45M | – | 2097 |
|
|
2022
Q4 | $2.45M | Buy |
26,982
+850
| +3% | +$77K | 0.02% | 743 |
|
|
2022
Q3 | $2.29M | Buy |
26,132
+5,238
| +25% | +$459K | 0.02% | 708 |
|
|
2022
Q2 | $2.01M | Buy |
20,894
+3,714
| +22% | +$357K | 0.02% | 749 |
|
|
2022
Q1 | $2.03M | Buy |
17,180
+738
| +4% | +$87.1K | 0.01% | 785 |
|
|
2021
Q4 | $1.77M | Buy |
16,442
+902
| +6% | +$97.2K | 0.01% | 809 |
|
|
2021
Q3 | $1.55M | Buy |
15,540
+49
| +0.3% | +$4.89K | 0.01% | 833 |
|
|
2021
Q2 | $1.59M | Sell |
15,491
-1,033
| -6% | -$106K | 0.01% | 805 |
|
|
2021
Q1 | $1.47M | Sell |
16,524
-64
| -0.4% | -$5.71K | 0.01% | 763 |
|
|
2020
Q4 | $1.26M | Buy |
16,588
+10,514
| +173% | +$799K | 0.01% | 735 |
|
|
2020
Q3 | $355K | Buy |
6,074
+1,261
| +26% | +$73.7K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $255K | Buy |
4,813
+397
| +9% | +$21K | ﹤0.01% | 1298 |
|
|
2020
Q1 | $222K | Sell |
4,416
-289
| -6% | -$14.5K | ﹤0.01% | 1222 |
|
|
2019
Q4 | $365K | Sell |
4,705
-744
| -14% | -$57.7K | 0.01% | 1137 |
|
|
2019
Q3 | $402K | Sell |
5,449
-917
| -14% | -$67.7K | 0.01% | 1035 |
|
|
2019
Q2 | $480K | Sell |
6,366
-338
| -5% | -$25.5K | 0.01% | 1045 |
|
|
2019
Q1 | $502K | Sell |
6,704
-249
| -4% | -$18.6K | 0.01% | 1005 |
|
|
2018
Q4 | $454K | Sell |
6,953
-381
| -5% | -$24.9K | 0.01% | 954 |
|
|
2018
Q3 | $605K | Buy |
7,334
+598
| +9% | +$49.3K | 0.01% | 903 |
|
|
2018
Q2 | $520K | Sell |
6,736
-156
| -2% | -$12K | 0.01% | 829 |
|
|
2018
Q1 | $521K | Sell |
6,892
-6,888
| -50% | -$521K | 0.01% | 828 |
|
|
2017
Q4 | $1.1M | Buy |
13,780
+15
| +0.1% | +$1.2K | 0.02% | 513 |
|
|
2017
Q3 | $1.04M | Sell |
13,765
-325
| -2% | -$24.6K | 0.02% | 502 |
|
|
2017
Q2 | $1.04M | Sell |
14,090
-936
| -6% | -$68.8K | 0.02% | 496 |
|
|
2017
Q1 | $1.12M | Buy |
+15,026
| New | +$1.12M | 0.02% | 252 |
|