Nexus Investment Management’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
Q1 | – | Sell |
-3,854
| Closed | -$373K | – | 78 |
|
|
2024
Q4 | $373K | Sell |
3,854
-12,390
| -76% | -$1.17M | 0.04% | 60 |
|
|
2024
Q3 | $1.47M | Hold |
16,244
| – | – | 0.14% | 47 |
|
|
2024
Q2 | $1.36M | Sell |
16,244
-600
| -4% | -$54.5K | 0.14% | 45 |
|
|
2024
Q1 | $1.65M | Buy |
16,844
+300
| +2% | +$28.3K | 0.16% | 45 |
|
|
2023
Q4 | $1.64M | Hold |
16,544
| – | – | 0.17% | 45 |
|
|
2023
Q3 | $1.4M | Hold |
16,544
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $1.5M | Hold |
16,544
| – | – | 0.16% | 45 |
|
|
2023
Q1 | $1.47M | Hold |
16,544
| – | – | 0.16% | 45 |
|
|
2022
Q4 | $1.5M | Hold |
16,544
| – | – | 0.17% | 45 |
|
|
2022
Q3 | $1.46M | Hold |
16,544
| – | – | 0.18% | 44 |
|
|
2022
Q2 | $1.59M | Hold |
16,544
| – | – | 0.18% | 44 |
|
|
2022
Q1 | $1.95M | Hold |
16,544
| – | – | 0.2% | 43 |
|
|
2021
Q4 | $1.78M | Hold |
16,544
| – | – | 0.18% | 42 |
|
|
2021
Q3 | $1.64M | Hold |
16,544
| – | – | 0.18% | 41 |
|
|
2021
Q2 | $1.69M | Hold |
16,544
| – | – | 0.18% | 40 |
|
|
2021
Q1 | $1.47M | Hold |
16,544
| – | – | 0.17% | 41 |
|
|
2020
Q4 | $1.26M | Hold |
16,544
| – | – | 0.16% | 41 |
|
|
2020
Q3 | $966K | Buy |
16,544
+2,334
| +16% | +$135K | 0.15% | 40 |
|
|
2020
Q2 | $754K | Buy |
14,210
+2,390
| +20% | +$122K | 0.12% | 42 |
|
|
2020
Q1 | $595K | Buy |
11,820
+700
| +6% | +$47.5K | 0.1% | 45 |
|
|
2019
Q4 | $863K | Hold |
11,120
| – | – | 0.12% | 44 |
|
|
2019
Q3 | $819K | Hold |
11,120
| – | – | 0.12% | 44 |
|
|
2019
Q2 | $840K | Hold |
11,120
| – | – | 0.12% | 45 |
|
|
2019
Q1 | $832K | Buy |
+11,120
| New | +$822K | 0.12% | 45 |
|
Other funds holding BMO
