Rockefeller Capital Management’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
Q3 | $833K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.22M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $465K | Sell |
|
|||||
|
2023
Q1 | $497K | Sell |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2022
Q2 | $1.27M | Sell |
|
|||||
|
2022
Q1 | $8.24M | Buy |
|
|||||
|
2021
Q4 | $5.78M | Buy |
|
|||||
|
2021
Q3 | $4.29M | Buy |
|
|||||
|
2021
Q2 | $4.16M | Buy |
|
|||||
|
2021
Q1 | $1.42M | Buy |
|
|||||
|
2020
Q4 | $539K | Buy |
|
|||||
|
2020
Q3 | $17K | Sell |
|
|||||
|
2020
Q2 | $22K | Sell |
|
|||||
|
2020
Q1 | $28K | Hold |
|
|||||
|
2019
Q4 | $44K | Sell |
|
|||||
|
2019
Q3 | $101K | Buy |
|
|||||
|
2019
Q2 | $6K | Buy |
|