Pinnacle Associates’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 | $3.72M | Sell |
33,600
-26
| -0.1% | -$2.88K | 0.05% | 281 |
|
|
2025
Q1 | $3.21M | Buy |
33,626
+26
| +0.1% | +$2.48K | 0.05% | 300 |
|
|
2024
Q4 | $3.26M | Buy |
33,600
+13,100
| +64% | +$1.27M | 0.04% | 294 |
|
|
2024
Q3 | $2.03M | Sell |
20,500
-13,100
| -39% | -$1.3M | 0.03% | 363 |
|
|
2024
Q2 | $2.82M | Buy |
33,600
+3,400
| +11% | +$285K | 0.04% | 311 |
|
|
2024
Q1 | $2.95M | Buy |
30,200
+9,700
| +47% | +$947K | 0.05% | 314 |
|
|
2023
Q4 | $2.03M | Buy |
20,500
+5,500
| +37% | +$544K | 0.03% | 367 |
|
|
2023
Q3 | $1.27M | Buy |
15,000
+4,900
| +49% | +$413K | 0.02% | 419 |
|
|
2023
Q2 | $912K | Hold |
10,100
| – | – | 0.02% | 481 |
|
|
2023
Q1 | $900K | Hold |
10,100
| – | – | 0.02% | 427 |
|
|
2022
Q4 | $915K | Buy |
10,100
+2,100
| +26% | +$190K | 0.02% | 410 |
|
|
2022
Q3 | $701K | Buy |
+8,000
| New | +$701K | 0.02% | 448 |
|