Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$3K | – | 230 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 890 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 788 |
|
|
2020
Q3 | $1K | Sell |
25
-61
| -71% | -$3.53K | ﹤0.01% | 923 |
|
|
2020
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $7K | Hold |
86
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $6K | Hold |
86
| – | – | ﹤0.01% | 412 |
|
|
2019
Q2 | $6K | Buy |
86
+25
| +41% | +$1.91K | ﹤0.01% | 405 |
|
|
2019
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 382 |
|
|
2018
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 397 |
|
|
2018
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 386 |
|
|
2018
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 402 |
|
|
2017
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 393 |
|
|
2017
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 395 |
|
|
2017
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 351 |
|
|
2016
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 345 |
|
|
2016
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 345 |
|
|
2016
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 360 |
|
|
2015
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 348 |
|
|
2015
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 369 |
|
|
2015
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 331 |
|
|
2015
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 343 |
|
|
2014
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 337 |
|
|
2014
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 338 |
|
|
2014
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 320 |
|
|
2014
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 339 |
|
|
2013
Q4 | $4K | Buy |
+61
| New | +$4.15K | ﹤0.01% | 381 |
|
Other funds holding BMO
Tarbox Family Office's BMO Position: Q2 2022 in Review
Tarbox Family Office sold out of Bank of Montreal (BMO) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.
Tarbox Family Office first reported a position in BMO in Q4 2013 and held it in 34 quarters. The position peaked at $7K in Q4 2019. 487 funds tracked by Wall St. Rank hold BMO as of Q2 2022.
- Tarbox Family Office reported no remaining Bank of Montreal position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 25 Bank of Montreal shares in Q2 2022, an estimated $3K.
- Tarbox Family Office first reported a position in Bank of Montreal in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's Bank of Montreal position peaked at $7K in Q4 2019.
- 487 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.