Tompkins Financial’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
$130K Hold
2025
Q2
$111K Hold
2025
Q1
$95.5K Hold
2024
Q4
$97K Hold
2024
Q3
$90.2K Hold
2024
Q2
$83.8K Hold
2024
Q1
$97.7K Hold
2023
Q4
$98.9K Hold
2023
Q3
$84.4K Hold
2023
Q2
$90.3K Hold
2023
Q1
$89.1K Hold
2022
Q4
$91K Hold
2022
Q3
$88K Hold
2022
Q2
$96K Hold
2022
Q1
$118K Buy