Trust Company of Vermont’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 | $99.7K | Hold |
901
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $86.1K | Hold |
901
| – | – | ﹤0.01% | 437 |
|
|
2024
Q4 | $87.4K | Sell |
901
-2,717
| -75% | -$264K | ﹤0.01% | 442 |
|
|
2024
Q3 | $326K | Hold |
3,618
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $303K | Hold |
3,618
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $353K | Buy |
3,618
+20
| +0.6% | +$1.95K | 0.02% | 261 |
|
|
2023
Q4 | $356K | Sell |
3,598
-520
| -13% | -$51.4K | 0.02% | 237 |
|
|
2023
Q3 | $347K | Hold |
4,118
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $372K | Sell |
4,118
-159
| -4% | -$14.4K | 0.02% | 245 |
|
|
2023
Q1 | $381K | Buy |
4,277
+3,057
| +251% | +$272K | 0.03% | 250 |
|
|
2022
Q4 | $111K | Sell |
1,220
-35
| -3% | -$3.17K | 0.01% | 370 |
|
|
2022
Q3 | $110K | Hold |
1,255
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $121K | Buy |
+1,255
| New | +$121K | 0.01% | 363 |
|
|
2022
Q1 | – | Sell |
-1,255
| Closed | -$135K | – | 364 |
|
|
2021
Q4 | $135K | Buy |
+1,255
| New | +$135K | 0.01% | 362 |
|
|
2021
Q3 | – | Sell |
-1,280
| Closed | -$131K | – | 354 |
|
|
2021
Q2 | $131K | Hold |
1,280
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $114K | Hold |
1,280
| – | – | 0.01% | 365 |
|
|
2020
Q4 | $98K | Hold |
1,280
| – | – | 0.01% | 376 |
|
|
2020
Q3 | $75K | Hold |
1,280
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $68K | Hold |
1,280
| – | – | 0.01% | 403 |
|
|
2020
Q1 | $64K | Hold |
1,280
| – | – | 0.01% | 406 |
|
|
2019
Q4 | $99K | Sell |
1,280
-170
| -12% | -$13.1K | 0.01% | 387 |
|
|
2019
Q3 | $107K | Sell |
1,450
-50
| -3% | -$3.69K | 0.01% | 390 |
|
|
2019
Q2 | $113K | Hold |
1,500
| – | – | 0.01% | 382 |
|
|
2019
Q1 | $112K | Sell |
1,500
-101
| -6% | -$7.54K | 0.01% | 384 |
|
|
2018
Q4 | $105K | Sell |
1,601
-275
| -15% | -$18K | 0.01% | 378 |
|
|
2018
Q3 | $155K | Sell |
1,876
-1,907
| -50% | -$158K | 0.01% | 357 |
|
|
2018
Q2 | $292K | Sell |
3,783
-853
| -18% | -$65.8K | 0.03% | 276 |
|
|
2018
Q1 | $350K | Sell |
4,636
-210
| -4% | -$15.9K | 0.03% | 246 |
|
|
2017
Q4 | $388K | Sell |
4,846
-100
| -2% | -$8.01K | 0.04% | 241 |
|
|
2017
Q3 | $374K | Hold |
4,946
| – | – | 0.04% | 240 |
|
|
2017
Q2 | $363K | Sell |
4,946
-25
| -0.5% | -$1.84K | 0.04% | 247 |
|
|
2017
Q1 | $371K | Sell |
4,971
-580
| -10% | -$43.3K | 0.04% | 240 |
|
|
2016
Q4 | $399K | Sell |
5,551
-105
| -2% | -$7.55K | 0.05% | 229 |
|
|
2016
Q3 | $371K | Buy |
5,656
+210
| +4% | +$13.8K | 0.05% | 204 |
|
|
2016
Q2 | $346K | Buy |
5,446
+814
| +18% | +$51.7K | 0.05% | 206 |
|
|
2016
Q1 | $281K | Sell |
4,632
-1,170
| -20% | -$71K | 0.04% | 215 |
|
|
2015
Q4 | $328K | Sell |
5,802
-163
| -3% | -$9.22K | 0.05% | 208 |
|
|
2015
Q3 | $325K | Sell |
5,965
-840
| -12% | -$45.8K | 0.05% | 201 |
|
|
2015
Q2 | $403K | Sell |
6,805
-521
| -7% | -$30.9K | 0.06% | 189 |
|
|
2015
Q1 | $440K | Sell |
7,326
-25
| -0.3% | -$1.5K | 0.06% | 183 |
|
|
2014
Q4 | $520K | Sell |
7,351
-57
| -0.8% | -$4.03K | 0.08% | 173 |
|
|
2014
Q3 | $546K | Sell |
7,408
-107
| -1% | -$7.89K | 0.08% | 167 |
|
|
2014
Q2 | $553K | Buy |
7,515
+160
| +2% | +$11.8K | 0.09% | 166 |
|
|
2014
Q1 | $493K | Sell |
7,355
-40
| -0.5% | -$2.68K | 0.08% | 173 |
|
|
2013
Q4 | $493K | Sell |
7,395
-95
| -1% | -$6.33K | 0.08% | 168 |
|
|
2013
Q3 | $501K | Buy |
7,490
+60
| +0.8% | +$4.01K | 0.09% | 161 |
|
|
2013
Q2 | $431K | Buy |
+7,430
| New | +$431K | 0.08% | 159 |
|