Northwestern Mutual Wealth Management’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 | $1.35M | Sell |
12,225
-305
| -2% | -$33.7K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $1.2M | Sell |
12,530
-302
| -2% | -$28.8K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $1.25M | Buy |
12,832
+1,419
| +12% | +$138K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $1.03M | Buy |
11,413
+1,193
| +12% | +$108K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $857K | Buy |
10,220
+641
| +7% | +$53.8K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $936K | Sell |
9,579
-2,556
| -21% | -$250K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $1.2M | Buy |
12,135
+850
| +8% | +$84.1K | ﹤0.01% | 916 |
|
|
2023
Q3 | $952K | Sell |
11,285
-1,728
| -13% | -$146K | ﹤0.01% | 964 |
|
|
2023
Q2 | $1.18M | Buy |
13,013
+1,881
| +17% | +$170K | ﹤0.01% | 888 |
|
|
2023
Q1 | $992K | Sell |
11,132
-320
| -3% | -$28.5K | ﹤0.01% | 900 |
|
|
2022
Q4 | $1.04M | Sell |
11,452
-430
| -4% | -$39K | ﹤0.01% | 858 |
|
|
2022
Q3 | $1.04M | Sell |
11,882
-6,131
| -34% | -$538K | ﹤0.01% | 813 |
|
|
2022
Q2 | $1.73M | Sell |
18,013
-2,594
| -13% | -$250K | ﹤0.01% | 654 |
|
|
2022
Q1 | $2.43M | Buy |
20,607
+375
| +2% | +$44.2K | ﹤0.01% | 596 |
|
|
2021
Q4 | $2.18M | Buy |
20,232
+3,712
| +22% | +$400K | ﹤0.01% | 593 |
|
|
2021
Q3 | $1.65M | Buy |
16,520
+155
| +0.9% | +$15.5K | ﹤0.01% | 616 |
|
|
2021
Q2 | $1.68M | Sell |
16,365
-4,629
| -22% | -$475K | ﹤0.01% | 609 |
|
|
2021
Q1 | $1.87M | Buy |
20,994
+6,149
| +41% | +$548K | ﹤0.01% | 533 |
|
|
2020
Q4 | $1.13M | Sell |
14,845
-7,427
| -33% | -$565K | ﹤0.01% | 613 |
|
|
2020
Q3 | $1.3M | Buy |
22,272
+3,468
| +18% | +$203K | ﹤0.01% | 527 |
|
|
2020
Q2 | $998K | Sell |
18,804
-1,498
| -7% | -$79.5K | ﹤0.01% | 535 |
|
|
2020
Q1 | $1.02M | Buy |
20,302
+548
| +3% | +$27.5K | ﹤0.01% | 474 |
|
|
2019
Q4 | $1.53M | Buy |
19,754
+1,699
| +9% | +$132K | 0.01% | 440 |
|
|
2019
Q3 | $1.33M | Buy |
18,055
+1,716
| +11% | +$127K | 0.01% | 442 |
|
|
2019
Q2 | $1.23M | Buy |
16,339
+69
| +0.4% | +$5.21K | 0.01% | 439 |
|
|
2019
Q1 | $1.22M | Buy |
16,270
+1,198
| +8% | +$89.6K | 0.01% | 428 |
|
|
2018
Q4 | $985K | Buy |
15,072
+3,712
| +33% | +$243K | ﹤0.01% | 436 |
|
|
2018
Q3 | $938K | Buy |
11,360
+53
| +0.5% | +$4.38K | ﹤0.01% | 446 |
|
|
2018
Q2 | $874K | Sell |
11,307
-108
| -0.9% | -$8.35K | ﹤0.01% | 441 |
|
|
2018
Q1 | $863K | Buy |
11,415
+138
| +1% | +$10.4K | 0.01% | 424 |
|
|
2017
Q4 | $902K | Sell |
11,277
-18
| -0.2% | -$1.44K | 0.01% | 391 |
|
|
2017
Q3 | $855K | Buy |
11,295
+484
| +4% | +$36.6K | 0.01% | 379 |
|
|
2017
Q2 | $794K | Buy |
10,811
+384
| +4% | +$28.2K | 0.01% | 393 |
|
|
2017
Q1 | $780K | Buy |
10,427
+447
| +4% | +$33.4K | 0.01% | 374 |
|
|
2016
Q4 | $719K | Buy |
+9,980
| New | +$719K | 0.01% | 380 |
|
|
2016
Q3 | – | Sell |
-9,094
| Closed | -$576K | – | 338 |
|
|
2016
Q2 | $576K | Sell |
9,094
-117
| -1% | -$7.41K | 0.01% | 377 |
|
|
2016
Q1 | $559K | Sell |
9,211
-930
| -9% | -$56.4K | 0.01% | 371 |
|
|
2015
Q4 | $572K | Buy |
10,141
+116
| +1% | +$6.54K | 0.01% | 331 |
|
|
2015
Q3 | $547K | Buy |
10,025
+2,892
| +41% | +$158K | 0.01% | 320 |
|
|
2015
Q2 | $423K | Buy |
7,133
+3,662
| +106% | +$217K | 0.01% | 348 |
|
|
2015
Q1 | $208K | Buy |
3,471
+16
| +0.5% | +$959 | 0.01% | 437 |
|
|
2014
Q4 | $244K | Buy |
3,455
+271
| +9% | +$19.1K | 0.01% | 396 |
|
|
2014
Q3 | $234K | Buy |
3,184
+494
| +18% | +$36.3K | 0.01% | 391 |
|
|
2014
Q2 | $198K | Sell |
2,690
-324
| -11% | -$23.8K | 0.01% | 395 |
|
|
2014
Q1 | $202K | Buy |
3,014
+110
| +4% | +$7.37K | 0.01% | 386 |
|
|
2013
Q4 | $194K | Sell |
2,904
-131
| -4% | -$8.75K | 0.01% | 385 |
|
|
2013
Q3 | $203K | Buy |
3,035
+189
| +7% | +$12.6K | 0.01% | 355 |
|
|
2013
Q2 | $165K | Buy |
+2,846
| New | +$165K | 0.01% | 359 |
|