UMB Bank’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 | $508K | Sell |
4,594
-8,809
| -66% | -$975K | 0.01% | 413 |
|
|
2025
Q1 | $1.28M | Buy |
13,403
+1,895
| +16% | +$181K | 0.02% | 289 |
|
|
2024
Q4 | $1.12M | Sell |
11,508
-5,125
| -31% | -$497K | 0.02% | 300 |
|
|
2024
Q3 | $1.5M | Hold |
16,633
| – | – | 0.02% | 277 |
|
|
2024
Q2 | $1.39M | Sell |
16,633
-2,539
| -13% | -$213K | 0.02% | 282 |
|
|
2024
Q1 | $1.87M | Sell |
19,172
-1,201
| -6% | -$117K | 0.03% | 252 |
|
|
2023
Q4 | $2.02M | Buy |
20,373
+339
| +2% | +$33.5K | 0.03% | 252 |
|
|
2023
Q3 | $1.69M | Sell |
20,034
-2,592
| -11% | -$219K | 0.03% | 263 |
|
|
2023
Q2 | $2.04M | Hold |
22,626
| – | – | 0.03% | 254 |
|
|
2023
Q1 | $2.02M | Buy |
22,626
+9,530
| +73% | +$849K | 0.03% | 259 |
|
|
2022
Q4 | $1.19M | Buy |
13,096
+2,212
| +20% | +$200K | 0.02% | 308 |
|
|
2022
Q3 | $954K | Sell |
10,884
-16,916
| -61% | -$1.48M | 0.02% | 348 |
|
|
2022
Q2 | $2.67M | Sell |
27,800
-800
| -3% | -$76.9K | 0.04% | 252 |
|
|
2022
Q1 | $3.37M | Hold |
28,600
| – | – | 0.04% | 239 |
|
|
2021
Q4 | $3.08M | Buy |
+28,600
| New | +$3.08M | 0.04% | 244 |
|