Oppenheimer & Co’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
Q2 | $506K | Sell |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $421K | Sell |
|
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|
2024
Q2 | $439K | Buy |
|
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|
2024
Q1 | $491K | Sell |
|
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|
2023
Q4 | $556K | Sell |
|
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|
2023
Q3 | $504K | Buy |
|
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|
2023
Q2 | $511K | Buy |
|
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|
2023
Q1 | $492K | Sell |
|
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|
2022
Q4 | $548K | Sell |
|
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|
2022
Q3 | $616K | Sell |
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|
2022
Q2 | $686K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $752K | Hold |
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|
2021
Q2 | $773K | Sell |
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|
2021
Q1 | $759K | Buy |
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|
2020
Q4 | $609K | Sell |
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|
2020
Q3 | $468K | Buy |
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|
2020
Q2 | $418K | Buy |
|
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $477K | Buy |
|
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|
2019
Q3 | $395K | Sell |
|
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|
2019
Q2 | $405K | Sell |
|
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $316K | Buy |
|
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|
2018
Q2 | $282K | Buy |
|
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|
2018
Q1 | $233K | Buy |
|
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|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $249K | Sell |
|
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|
2014
Q1 | $260K | Buy |
|
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|
2013
Q4 | $257K | Sell |
|
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|
2013
Q3 | $271K | Buy |
|