MUFG Securities (Canada)’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 | $136M | Buy |
1,227,479
+115,447
| +10% | +$12.8M | 4.13% | 7 |
|
|
2025
Q1 | $106M | Sell |
1,112,032
-2,068
| -0.2% | -$197K | 3.7% | 7 |
|
|
2024
Q4 | $108M | Buy |
1,114,100
+466,755
| +72% | +$45.3M | 3.9% | 8 |
|
|
2024
Q3 | $58.5M | Buy |
647,345
+261,352
| +68% | +$23.6M | 2.61% | 11 |
|
|
2024
Q2 | $32.4M | Buy |
385,993
+385,616
| +102,285% | +$32.4M | 2.14% | 12 |
|
|
2024
Q1 | $36.8K | Buy |
+377
| New | +$36.8K | ﹤0.01% | 11 |
|
|
2022
Q1 | – | Sell |
-346,236
| Closed | -$37.3M | – | 11 |
|
|
2021
Q4 | $37.3M | Buy |
346,236
+213
| +0.1% | +$23K | 1.71% | 13 |
|
|
2021
Q3 | $34.6M | Buy |
346,023
+1,501
| +0.4% | +$150K | 1.4% | 12 |
|
|
2021
Q2 | $35.4M | Buy |
344,522
+175
| +0.1% | +$18K | 1.7% | 11 |
|
|
2021
Q1 | $30.7M | Buy |
344,347
+187
| +0.1% | +$16.7K | 1.78% | 13 |
|
|
2020
Q4 | $26.1M | Buy |
+344,160
| New | +$26.1M | 3.65% | 8 |
|