UBS Group’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 | $92.2M | Buy |
833,208
+127,799
| +18% | +$14.1M | 0.02% | 831 |
|
|
2025
Q1 | $67.4M | Buy |
705,409
+433,692
| +160% | +$41.4M | 0.01% | 962 |
|
|
2024
Q4 | $26.4M | Sell |
271,717
-97,640
| -26% | -$9.48M | ﹤0.01% | 1549 |
|
|
2024
Q3 | $33.3M | Buy |
369,357
+89,143
| +32% | +$8.04M | 0.01% | 1008 |
|
|
2024
Q2 | $23.5M | Buy |
280,214
+14,326
| +5% | +$1.2M | 0.01% | 1132 |
|
|
2024
Q1 | $26M | Sell |
265,888
-7,595
| -3% | -$742K | 0.01% | 1057 |
|
|
2023
Q4 | $27.1M | Buy |
273,483
+61,280
| +29% | +$6.06M | 0.01% | 958 |
|
|
2023
Q3 | $17.9M | Buy |
212,203
+15,366
| +8% | +$1.3M | 0.01% | 1098 |
|
|
2023
Q2 | $17.8M | Sell |
196,837
-2,168
| -1% | -$196K | 0.01% | 1119 |
|
|
2023
Q1 | $17.7M | Buy |
199,005
+5,991
| +3% | +$534K | 0.01% | 1080 |
|
|
2022
Q4 | $17.5M | Sell |
193,014
-4,649
| -2% | -$421K | 0.01% | 1070 |
|
|
2022
Q3 | $17.3M | Buy |
197,663
+13,638
| +7% | +$1.2M | 0.01% | 997 |
|
|
2022
Q2 | $17.7M | Buy |
184,025
+5,979
| +3% | +$575K | 0.01% | 1032 |
|
|
2022
Q1 | $21M | Sell |
178,046
-39,705
| -18% | -$4.68M | 0.01% | 1021 |
|
|
2021
Q4 | $23.5M | Buy |
217,751
+26,658
| +14% | +$2.87M | 0.01% | 1043 |
|
|
2021
Q3 | $19.1M | Buy |
191,093
+2,446
| +1% | +$244K | 0.01% | 1139 |
|
|
2021
Q2 | $19.3M | Sell |
188,647
-29,647
| -14% | -$3.04M | 0.01% | 1126 |
|
|
2021
Q1 | $19.5M | Buy |
218,294
+35,877
| +20% | +$3.2M | 0.01% | 1086 |
|
|
2020
Q4 | $13.9M | Sell |
182,417
-31,620
| -15% | -$2.4M | ﹤0.01% | 1201 |
|
|
2020
Q3 | $12.5M | Buy |
214,037
+29,257
| +16% | +$1.71M | ﹤0.01% | 1175 |
|
|
2020
Q2 | $9.8M | Buy |
184,780
+4,819
| +3% | +$256K | ﹤0.01% | 1205 |
|
|
2020
Q1 | $9.05M | Sell |
179,961
-18,514
| -9% | -$931K | ﹤0.01% | 1159 |
|
|
2019
Q4 | $15.4M | Sell |
198,475
-151,183
| -43% | -$11.7M | 0.01% | 1207 |
|
|
2019
Q3 | $25.8M | Buy |
349,658
+141,359
| +68% | +$10.4M | 0.01% | 842 |
|
|
2019
Q2 | $15.7M | Sell |
208,299
-16,255
| -7% | -$1.23M | 0.01% | 1111 |
|
|
2019
Q1 | $16.8M | Sell |
224,554
-30,123
| -12% | -$2.25M | 0.01% | 1021 |
|
|
2018
Q4 | $16.6M | Sell |
254,677
-159,876
| -39% | -$10.4M | 0.01% | 939 |
|
|
2018
Q3 | $34.2M | Sell |
414,553
-79,354
| -16% | -$6.55M | 0.01% | 689 |
|
|
2018
Q2 | $38.2M | Buy |
493,907
+20,924
| +4% | +$1.62M | 0.02% | 627 |
|
|
2018
Q1 | $35.7M | Sell |
472,983
-17,699
| -4% | -$1.34M | 0.02% | 632 |
|
|
2017
Q4 | $39.3M | Sell |
490,682
-85,945
| -15% | -$6.88M | 0.02% | 601 |
|
|
2017
Q3 | $43.7M | Sell |
576,627
-21,829
| -4% | -$1.65M | 0.02% | 515 |
|
|
2017
Q2 | $44M | Buy |
598,456
+111,401
| +23% | +$8.18M | 0.02% | 489 |
|
|
2017
Q1 | $36.4M | Sell |
487,055
-46,055
| -9% | -$3.44M | 0.02% | 543 |
|
|
2016
Q4 | $38.3M | Sell |
533,110
-60,312
| -10% | -$4.34M | 0.02% | 495 |
|
|
2016
Q3 | $38.9M | Sell |
593,422
-60,999
| -9% | -$4M | 0.02% | 484 |
|
|
2016
Q2 | $41.5M | Sell |
654,421
-14,614
| -2% | -$926K | 0.03% | 445 |
|
|
2016
Q1 | $40.6M | Sell |
669,035
-142,516
| -18% | -$8.65M | 0.03% | 448 |
|
|
2015
Q4 | $45.8M | Buy |
811,551
+49,474
| +6% | +$2.79M | 0.03% | 437 |
|
|
2015
Q3 | $41.6M | Buy |
762,077
+113,734
| +18% | +$6.2M | 0.03% | 433 |
|
|
2015
Q2 | $38.4M | Buy |
648,343
+25,277
| +4% | +$1.5M | 0.03% | 495 |
|
|
2015
Q1 | $37.4M | Buy |
623,066
+110,085
| +21% | +$6.6M | 0.03% | 511 |
|
|
2014
Q4 | $36.3M | Buy |
+512,981
| New | +$36.3M | 0.03% | 538 |
|