Nicolet Advisory 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 | $582K | Sell |
5,256
-1,890
| -26% | -$209K | 0.05% | 193 |
|
|
2025
Q1 | $636K | Sell |
7,146
-409
| -5% | -$36.4K | 0.06% | 171 |
|
|
2024
Q4 | $736K | Buy |
7,555
+15
| +0.2% | +$1.46K | 0.07% | 152 |
|
|
2024
Q3 | $688K | Sell |
7,540
-378
| -5% | -$34.5K | 0.06% | 160 |
|
|
2024
Q2 | $675K | Sell |
7,918
-34
| -0.4% | -$2.9K | 0.06% | 148 |
|
|
2024
Q1 | $782K | Sell |
7,952
-2,252
| -22% | -$222K | 0.08% | 130 |
|
|
2023
Q4 | $996K | Sell |
10,204
-1,412
| -12% | -$138K | 0.11% | 95 |
|
|
2023
Q3 | $932K | Buy |
11,616
+115
| +1% | +$9.23K | 0.1% | 106 |
|
|
2023
Q2 | $1.02M | Buy |
11,501
+200
| +2% | +$17.8K | 0.11% | 95 |
|
|
2023
Q1 | $1M | Buy |
11,301
+1,963
| +21% | +$174K | 0.12% | 95 |
|
|
2022
Q4 | $897K | Buy |
9,338
+3,076
| +49% | +$295K | 0.12% | 84 |
|
|
2022
Q3 | $535K | Sell |
6,262
-13
| -0.2% | -$1.11K | 0.09% | 91 |
|
|
2022
Q2 | $611K | Buy |
6,275
+3
| +0% | +$292 | 0.09% | 88 |
|
|
2022
Q1 | $723K | Sell |
6,272
-112
| -2% | -$12.9K | 0.09% | 79 |
|
|
2021
Q4 | $688K | Hold |
6,384
| – | – | 0.08% | 85 |
|
|
2021
Q3 | $637K | Buy |
6,384
+160
| +3% | +$16K | 0.08% | 97 |
|
|
2021
Q2 | $638K | Sell |
6,224
-22
| -0.4% | -$2.26K | 0.08% | 92 |
|
|
2021
Q1 | $557K | Buy |
6,246
+1,465
| +31% | +$131K | 0.08% | 100 |
|
|
2020
Q4 | $364K | Sell |
4,781
-215
| -4% | -$16.4K | 0.05% | 123 |
|
|
2020
Q3 | $292K | Sell |
4,996
-4,955
| -50% | -$290K | 0.05% | 126 |
|
|
2020
Q2 | $528K | Buy |
9,951
+4
| +0% | +$212 | 0.08% | 107 |
|
|
2020
Q1 | $500K | Buy |
9,947
+4,783
| +93% | +$240K | 0.09% | 110 |
|
|
2019
Q4 | $400K | Buy |
5,164
+92
| +2% | +$7.13K | 0.06% | 116 |
|
|
2019
Q3 | $374K | Buy |
5,072
+1,162
| +30% | +$85.7K | 0.06% | 111 |
|
|
2019
Q2 | $295K | Buy |
3,910
+3
| +0.1% | +$226 | 0.05% | 128 |
|
|
2019
Q1 | $292K | Buy |
+3,907
| New | +$292K | 0.05% | 120 |
|