Northwest & Ethical Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3M | Buy |
149,995
+3,137
| +2% | +$436K | 0.47% | 67 |
|
|
2025
Q4 | $19.1M | Buy |
146,858
+4,689
| +3% | +$594K | 0.43% | 68 |
|
|
2025
Q3 | $18.5M | Sell |
142,169
-16,873
| -11% | -$2M | 0.44% | 69 |
|
|
2025
Q2 | $17.6M | Sell |
159,042
-43,597
| -22% | -$4.39M | 0.44% | 73 |
|
|
2025
Q1 | $19.4M | Buy |
202,639
+58,531
| +41% | +$5.79M | 0.53% | 62 |
|
|
2024
Q4 | $14M | Buy |
144,108
+28,243
| +24% | +$2.67M | 0.38% | 86 |
|
|
2024
Q3 | $10.5M | Buy |
115,865
+5,742
| +5% | +$490K | 0.28% | 118 |
|
|
2024
Q2 | $9.24M | Sell |
110,123
-14,036
| -11% | -$1.27M | 0.27% | 121 |
|
|
2024
Q1 | $12.1M | Buy |
124,159
+5,016
| +4% | +$474K | 0.35% | 94 |
|
|
2023
Q4 | $11.8M | Buy |
119,143
+34,440
| +41% | +$2.88M | 0.36% | 93 |
|
|
2023
Q3 | $7.15M | Buy |
84,703
+1,082
| +1% | +$95.1K | 0.24% | 132 |
|
|
2023
Q2 | $7.55M | Buy |
83,621
+4,606
| +6% | +$407K | 0.24% | 130 |
|
|
2023
Q1 | $7.04M | Buy |
79,015
+1,161
| +1% | +$110K | 0.23% | 134 |
|
|
2022
Q4 | $7.05M | Buy |
77,854
+2,787
| +4% | +$258K | 0.24% | 134 |
|
|
2022
Q3 | $6.58M | Buy |
75,067
+5,319
| +8% | +$514K | 0.26% | 125 |
|
|
2022
Q2 | $6.71M | Sell |
69,748
-866
| -1% | -$92K | 0.25% | 122 |
|
|
2022
Q1 | $8.31M | Buy |
70,614
+3,558
| +5% | +$412K | 0.27% | 111 |
|
|
2021
Q4 | $7.22M | Buy |
67,056
+2,227
| +3% | +$240K | 0.21% | 131 |
|
|
2021
Q3 | $6.47M | Buy |
64,829
+285
| +0.4% | +$28.7K | 0.21% | 135 |
|
|
2021
Q2 | $6.62M | Buy |
64,544
+43,460
| +206% | +$4.29M | 0.21% | 132 |
|
|
2021
Q1 | $1.88M | Buy |
21,084
+615
| +3% | +$50.2K | 0.07% | 275 |
|
|
2020
Q4 | $1.56M | Buy |
20,469
+1,997
| +11% | +$137K | 0.06% | 283 |
|
|
2020
Q3 | $1.08M | Sell |
18,472
-63,949
| -78% | -$3.7M | 0.05% | 300 |
|
|
2020
Q2 | $4.38M | Sell |
82,421
-29,909
| -27% | -$1.53M | 0.21% | 139 |
|
|
2020
Q1 | $5.67M | Sell |
112,330
-471
| -0.4% | -$31.9K | 0.33% | 100 |
|
|
2019
Q4 | $8.74M | Sell |
112,801
-3,933
| -3% | -$296K | 0.39% | 82 |
|
|
2019
Q3 | $8.6M | Sell |
116,734
-273
| -0.2% | -$19.9K | 0.42% | 74 |
|
|
2019
Q2 | $8.84M | Buy |
117,007
+187
| +0.2% | +$14.3K | 0.44% | 61 |
|
|
2019
Q1 | $8.74M | Sell |
116,820
-641
| -0.5% | -$47.4K | 0.46% | 56 |
|
|
2018
Q4 | $7.67M | Buy |
117,461
+52,526
| +81% | +$3.89M | 0.46% | 52 |
|
|
2018
Q3 | $5.36M | Sell |
64,935
-14,745
| -19% | -$1.19M | 0.34% | 91 |
|
|
2018
Q2 | $6.16M | Buy |
79,680
+5,530
| +7% | +$426K | 0.41% | 56 |
|
|
2018
Q1 | $5.6M | Buy |
74,150
+2,200
| +3% | +$173K | 0.38% | 76 |
|
|
2017
Q4 | $5.76M | Sell |
71,950
-2,210
| -3% | -$172K | 0.37% | 71 |
|
|
2017
Q3 | $5.61M | Sell |
74,160
-5,820
| -7% | -$434K | 0.35% | 70 |
|
|
2017
Q2 | $5.87M | Sell |
79,980
-61,185
| -43% | -$4.33M | 0.4% | 58 |
|
|
2017
Q1 | $10.5M | Sell |
141,165
-63,435
| -31% | -$4.79M | 0.71% | 25 |
|
|
2016
Q4 | $14.7M | Buy |
204,600
+48,800
| +31% | +$3.25M | 1.01% | 21 |
|
|
2016
Q3 | $10.2M | Buy |
155,800
+41,600
| +36% | +$2.7M | 0.72% | 29 |
|
|
2016
Q2 | $7.25M | Buy |
114,200
+6,000
| +6% | +$380K | 0.55% | 46 |
|
|
2016
Q1 | $6.58M | Hold |
108,200
| – | – | 0.44% | 70 |
|
|
2015
Q4 | $6.1M | Buy |
+108,200
| New | +$6.22M | 0.44% | 70 |
|
|
2015
Q2 | – | Sell |
-67,800
| Closed | -$4.06M | – | 223 |
|
|
2015
Q1 | $4.06M | Hold |
67,800
| – | – | 0.28% | 94 |
|
|
2014
Q4 | $4.8M | Sell |
67,800
-20,600
| -23% | -$1.47M | 0.32% | 78 |
|
|
2014
Q3 | $6.5M | Buy |
88,400
+13,500
| +18% | +$1.02M | 0.43% | 58 |
|
|
2014
Q2 | $5.51M | Buy |
74,900
+40,200
| +116% | +$2.8M | 0.34% | 71 |
|
|
2014
Q1 | $2.32M | Sell |
34,700
-8,200
| -19% | -$533K | 0.15% | 153 |
|
|
2013
Q4 | $2.86M | Sell |
42,900
-13,300
| -24% | -$905K | 0.19% | 127 |
|
|
2013
Q3 | $3.76M | Buy |
+56,200
| New | +$3.52M | 0.27% | 85 |
|
Other funds holding BMO
VCM
