Private Advisor Group’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 | $2.53M | Buy |
22,886
+447
| +2% | +$49.5K | 0.01% | 866 |
|
|
2025
Q1 | $2.14M | Buy |
22,439
+1,068
| +5% | +$102K | 0.01% | 865 |
|
|
2024
Q4 | $2.07M | Buy |
21,371
+277
| +1% | +$26.9K | 0.01% | 863 |
|
|
2024
Q3 | $1.9M | Buy |
21,094
+662
| +3% | +$59.7K | 0.01% | 914 |
|
|
2024
Q2 | $1.71M | Buy |
20,432
+13
| +0.1% | +$1.09K | 0.01% | 912 |
|
|
2024
Q1 | $1.99M | Buy |
20,419
+87
| +0.4% | +$8.5K | 0.01% | 811 |
|
|
2023
Q4 | $2.01M | Hold |
20,332
| – | – | 0.02% | 760 |
|
|
2023
Q3 | $1.72M | Hold |
20,332
| – | – | 0.02% | 768 |
|
|
2023
Q2 | $1.88M | Sell |
20,332
-3
| -0% | -$278 | 0.02% | 740 |
|
|
2023
Q1 | $1.81M | Sell |
20,335
-11,229
| -36% | -$1M | 0.02% | 729 |
|
|
2022
Q4 | $2.63M | Sell |
31,564
-123
| -0.4% | -$10.3K | 0.13% | 165 |
|
|
2022
Q3 | $2.78M | Buy |
31,687
+5,225
| +20% | +$458K | 0.03% | 515 |
|
|
2022
Q2 | $2.54M | Buy |
26,462
+4,576
| +21% | +$440K | 0.02% | 637 |
|
|
2022
Q1 | $2.58M | Buy |
21,886
+1,554
| +8% | +$183K | 0.02% | 691 |
|
|
2021
Q4 | $2.19M | Sell |
20,332
-18,789
| -48% | -$2.02M | 0.02% | 766 |
|
|
2021
Q3 | $3.9M | Buy |
39,121
+18,710
| +92% | +$1.87M | 0.02% | 612 |
|
|
2021
Q2 | $2.09M | Buy |
20,411
+883
| +5% | +$90.6K | 0.02% | 749 |
|
|
2021
Q1 | $1.74M | Buy |
+19,528
| New | +$1.74M | 0.02% | 767 |
|
|
2020
Q3 | – | Sell |
-990
| Closed | -$53K | – | 1788 |
|
|
2020
Q2 | $53K | Buy |
+990
| New | +$53K | ﹤0.01% | 2068 |
|
|
2018
Q3 | – | Sell |
-3,053
| Closed | -$235K | – | 1601 |
|
|
2018
Q2 | $235K | Sell |
3,053
-555
| -15% | -$42.7K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $273K | Buy |
3,608
+851
| +31% | +$64.4K | 0.01% | 927 |
|
|
2017
Q4 | $223K | Sell |
2,757
-2,573
| -48% | -$208K | 0.01% | 1014 |
|
|
2017
Q3 | $408K | Buy |
5,330
+502
| +10% | +$38.4K | 0.01% | 986 |
|
|
2017
Q2 | $360K | Sell |
4,828
-3,135
| -39% | -$234K | 0.01% | 982 |
|
|
2017
Q1 | $592K | Buy |
7,963
+2,387
| +43% | +$177K | 0.02% | 740 |
|
|
2016
Q4 | $415K | Buy |
5,576
+690
| +14% | +$51.4K | 0.01% | 799 |
|
|
2016
Q3 | $314K | Buy |
4,886
+154
| +3% | +$9.9K | 0.01% | 811 |
|
|
2016
Q2 | $301K | Buy |
4,732
+949
| +25% | +$60.4K | 0.01% | 816 |
|
|
2016
Q1 | $225K | Buy |
+3,783
| New | +$225K | 0.01% | 869 |
|
|
2015
Q4 | – | Sell |
-4,476
| Closed | -$244K | – | 1105 |
|
|
2015
Q3 | $244K | Buy |
4,476
+822
| +22% | +$44.8K | 0.01% | 800 |
|
|
2015
Q2 | $217K | Sell |
3,654
-1,297
| -26% | -$77K | 0.01% | 917 |
|
|
2015
Q1 | $297K | Sell |
4,951
-2,280
| -32% | -$137K | 0.02% | 740 |
|
|
2014
Q4 | $511K | Buy |
7,231
+2,000
| +38% | +$141K | 0.03% | 527 |
|
|
2014
Q3 | $385K | Sell |
5,231
-4,339
| -45% | -$319K | 0.03% | 609 |
|
|
2014
Q2 | $704K | Buy |
9,570
+6,111
| +177% | +$450K | 0.06% | 383 |
|
|
2014
Q1 | $232K | Buy |
+3,459
| New | +$232K | 0.02% | 653 |
|