Quilter Plc’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 | $411K | Sell |
|
|||||
|
2025
Q1 | $360K | Hold |
|
|||||
|
2024
Q4 | $366K | Hold |
|
|||||
|
2024
Q3 | $340K | Hold |
|
|||||
|
2024
Q2 | $316K | Sell |
|
|||||
|
2024
Q1 | $376K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $3.51M | Hold |
|
|||||
|
2023
Q2 | $3.58M | Hold |
|
|||||
|
2023
Q1 | $3.51M | Sell |
|
|||||
|
2022
Q4 | $536K | Sell |
|
|||||
|
2022
Q3 | $575K | Buy |
|
|||||
|
2022
Q2 | $538K | Hold |
|
|||||
|
2022
Q1 | $658K | Hold |
|
|||||
|
2021
Q4 | $602K | Sell |
|
|||||
|
2021
Q3 | $573K | Hold |
|
|||||
|
2021
Q2 | $589K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $566K | Buy |
|
|||||
|
2020
Q3 | $435K | Sell |
|
|||||
|
2020
Q2 | $417K | Buy |
|
|||||
|
2020
Q1 | $389K | Sell |
|
|||||
|
2019
Q4 | $659K | Buy |
|