Morgan Stanley’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 | $280M | Sell |
2,532,896
-114,421
| -4% | -$12.7M | 0.02% | 712 |
|
|
2025
Q1 | $253M | Buy |
2,647,317
+1,113,060
| +73% | +$106M | 0.02% | 727 |
|
|
2024
Q4 | $149M | Sell |
1,534,257
-571,931
| -27% | -$55.5M | 0.01% | 992 |
|
|
2024
Q3 | $190M | Buy |
2,106,188
+318,634
| +18% | +$28.7M | 0.01% | 859 |
|
|
2024
Q2 | $150M | Buy |
1,787,554
+336,876
| +23% | +$28.2M | 0.01% | 929 |
|
|
2024
Q1 | $142M | Sell |
1,450,678
-1,096,958
| -43% | -$107M | 0.01% | 961 |
|
|
2023
Q4 | $252M | Buy |
2,547,636
+792,675
| +45% | +$78.4M | 0.01% | 1007 |
|
|
2023
Q3 | $148M | Buy |
1,754,961
+580,390
| +49% | +$49M | 0.02% | 832 |
|
|
2023
Q2 | $106M | Sell |
1,174,571
-466,666
| -28% | -$42.1M | 0.01% | 1054 |
|
|
2023
Q1 | $146M | Sell |
1,641,237
-271,413
| -14% | -$24.2M | 0.02% | 839 |
|
|
2022
Q4 | $173M | Buy |
1,912,650
+662,673
| +53% | +$60M | 0.02% | 751 |
|
|
2022
Q3 | $110M | Sell |
1,249,977
-392,046
| -24% | -$34.4M | 0.01% | 836 |
|
|
2022
Q2 | $158M | Buy |
1,642,023
+663,646
| +68% | +$63.8M | 0.02% | 694 |
|
|
2022
Q1 | $115M | Sell |
978,377
-931,272
| -49% | -$110M | 0.02% | 779 |
|
|
2021
Q4 | $206M | Buy |
1,909,649
+1,086,119
| +132% | +$117M | 0.03% | 559 |
|
|
2021
Q3 | $82.1M | Buy |
823,530
+156,834
| +24% | +$15.6M | 0.01% | 954 |
|
|
2021
Q2 | $68.4M | Sell |
666,696
-505,492
| -43% | -$51.8M | 0.01% | 1091 |
|
|
2021
Q1 | $104M | Buy |
1,172,188
+625,304
| +114% | +$55.7M | 0.02% | 744 |
|
|
2020
Q4 | $41.6M | Sell |
546,884
-65,220
| -11% | -$4.96M | 0.01% | 1221 |
|
|
2020
Q3 | $35.8M | Sell |
612,104
-80,635
| -12% | -$4.71M | 0.01% | 1084 |
|
|
2020
Q2 | $36.8M | Sell |
692,739
-517,552
| -43% | -$27.5M | 0.01% | 1018 |
|
|
2020
Q1 | $60.8M | Buy |
1,210,291
+270,146
| +29% | +$13.6M | 0.02% | 663 |
|
|
2019
Q4 | $72.9M | Buy |
940,145
+165,973
| +21% | +$12.9M | 0.02% | 747 |
|
|
2019
Q3 | $57.1M | Sell |
774,172
-269,070
| -26% | -$19.8M | 0.02% | 786 |
|
|
2019
Q2 | $78.7M | Buy |
1,043,242
+305,096
| +41% | +$23M | 0.02% | 644 |
|
|
2019
Q1 | $55.2M | Sell |
738,146
-301,725
| -29% | -$22.6M | 0.02% | 789 |
|
|
2018
Q4 | $68M | Buy |
1,039,871
+139,920
| +16% | +$9.14M | 0.02% | 672 |
|
|
2018
Q3 | $74.3M | Buy |
899,951
+294,227
| +49% | +$24.3M | 0.02% | 739 |
|
|
2018
Q2 | $46.8M | Sell |
605,724
-73,751
| -11% | -$5.7M | 0.01% | 957 |
|
|
2018
Q1 | $51.3M | Sell |
679,475
-66,579
| -9% | -$5.03M | 0.01% | 897 |
|
|
2017
Q4 | $59.7M | Buy |
746,054
+152,368
| +26% | +$12.2M | 0.02% | 831 |
|
|
2017
Q3 | $44.9M | Buy |
593,686
+16,557
| +3% | +$1.25M | 0.01% | 965 |
|
|
2017
Q2 | $42.4M | Sell |
577,129
-342,741
| -37% | -$25.2M | 0.01% | 1004 |
|
|
2017
Q1 | $68.8M | Sell |
919,870
-58,528
| -6% | -$4.38M | 0.02% | 742 |
|
|
2016
Q4 | $70.4M | Buy |
978,398
+160,626
| +20% | +$11.6M | 0.02% | 686 |
|
|
2016
Q3 | $53.6M | Buy |
817,772
+166,231
| +26% | +$10.9M | 0.02% | 812 |
|
|
2016
Q2 | $41.3M | Buy |
651,541
+96,123
| +17% | +$6.09M | 0.01% | 910 |
|
|
2016
Q1 | $33.7M | Sell |
555,418
-358,975
| -39% | -$21.8M | 0.01% | 988 |
|
|
2015
Q4 | $51.6M | Buy |
914,393
+166,498
| +22% | +$9.39M | 0.02% | 767 |
|
|
2015
Q3 | $40.8M | Buy |
747,895
+13,595
| +2% | +$742K | 0.02% | 908 |
|
|
2015
Q2 | $43.5M | Buy |
734,300
+113,575
| +18% | +$6.73M | 0.02% | 952 |
|
|
2015
Q1 | $37.2M | Sell |
620,725
-875
| -0.1% | -$52.5K | 0.01% | 1021 |
|
|
2014
Q4 | $44M | Sell |
621,600
-397,370
| -39% | -$28.1M | 0.02% | 929 |
|
|
2014
Q3 | $75M | Sell |
1,018,970
-181,950
| -15% | -$13.4M | 0.03% | 633 |
|
|
2014
Q2 | $88.4M | Buy |
1,200,920
+44,395
| +4% | +$3.27M | 0.03% | 555 |
|
|
2014
Q1 | $77.5M | Buy |
1,156,525
+123,843
| +12% | +$8.3M | 0.03% | 565 |
|
|
2013
Q4 | $68.8M | Buy |
1,032,682
+249,179
| +32% | +$16.6M | 0.03% | 597 |
|
|
2013
Q3 | $52.4M | Sell |
783,503
-69,784
| -8% | -$4.66M | 0.02% | 656 |
|
|
2013
Q2 | $49.5M | Buy |
+853,287
| New | +$49.5M | 0.03% | 659 |
|