Pinnacle Associates’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 | $3.72M | Sell |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $2.82M | Buy |
|
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|
2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $2.03M | Buy |
|
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $912K | Hold |
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|
2023
Q1 | $900K | Hold |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $701K | Buy |
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