UMB Bank’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 Q2 | $508K | Sell |  | |||||
| 2025 Q1 | $1.28M | Buy |  | |||||
| 2024 Q4 | $1.12M | Sell |  | |||||
| 2024 Q3 | $1.5M | Hold |  | |||||
| 2024 Q2 | $1.39M | Sell |  | |||||
| 2024 Q1 | $1.87M | Sell |  | |||||
| 2023 Q4 | $2.02M | Buy |  | |||||
| 2023 Q3 | $1.69M | Sell |  | |||||
| 2023 Q2 | $2.04M | Hold |  | |||||
| 2023 Q1 | $2.02M | Buy |  | |||||
| 2022 Q4 | $1.19M | Buy |  | |||||
| 2022 Q3 | $954K | Sell |  | |||||
| 2022 Q2 | $2.67M | Sell |  | |||||
| 2022 Q1 | $3.37M | Hold |  | |||||
| 2021 Q4 | $3.08M | Buy |  |