United Services Automobile Association’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 | – | Sell |
-24,153
| Closed | -$2.3M | – | 147 |
|
|
2025
Q1 | $2.3M | Buy |
24,153
+355
| +1% | +$35.1K | 0.07% | 147 |
|
|
2024
Q4 | $4.77M | Hold |
23,798
| – | – | 0.16% | 87 |
|
|
2024
Q3 | $2.15M | Sell |
23,798
-3,527
| -13% | -$301K | 0.05% | 140 |
|
|
2024
Q2 | $2.29M | Buy |
27,325
+1,515
| +6% | +$138K | 0.06% | 142 |
|
|
2024
Q1 | $2.52M | Sell |
25,810
-180,305
| -87% | -$17M | 0.06% | 136 |
|
|
2023
Q4 | $20.4M | Buy |
206,115
+2,254
| +1% | +$188K | 0.45% | 52 |
|
|
2023
Q3 | $17.2M | Buy |
203,861
+4,890
| +2% | +$430K | 0.43% | 62 |
|
|
2023
Q2 | $18M | Sell |
198,971
-585
| -0.3% | -$51.7K | 0.51% | 58 |
|
|
2023
Q1 | $17.8M | Sell |
199,556
-19,987
| -9% | -$1.9M | 0.57% | 54 |
|
|
2022
Q4 | $19.9M | Sell |
219,543
-3,003
| -1% | -$278K | 0.45% | 53 |
|
|
2022
Q3 | $19.5M | Buy |
222,546
+4,467
| +2% | +$432K | 0.54% | 50 |
|
|
2022
Q2 | $21M | Buy |
218,079
+29,058
| +15% | +$3.09M | 0.55% | 49 |
|
|
2022
Q1 | $22.2M | Buy |
+189,021
| New | +$21.9M | 0.41% | 39 |
|
|
2019
Q4 | – | Sell |
-4,974
| Closed | -$366K | – | 316 |
|
|
2019
Q3 | $366K | Sell |
4,974
-50,000
| -91% | -$3.64M | ﹤0.01% | 341 |
|
|
2019
Q2 | $4.15M | Hold |
54,974
| – | – | 0.01% | 866 |
|
|
2019
Q1 | $4.11M | Sell |
54,974
-5,141
| -9% | -$380K | 0.01% | 858 |
|
|
2018
Q4 | $3.93M | Hold |
60,115
| – | – | 0.01% | 836 |
|
|
2018
Q3 | $4.96M | Hold |
60,115
| – | – | 0.01% | 817 |
|
|
2018
Q2 | $4.64M | Hold |
60,115
| – | – | 0.01% | 851 |
|
|
2018
Q1 | $4.54M | Sell |
60,115
-156
| -0.3% | -$12.3K | 0.01% | 858 |
|
|
2017
Q4 | $4.82M | Hold |
60,271
| – | – | 0.01% | 812 |
|
|
2017
Q3 | $4.56M | Hold |
60,271
| – | – | 0.01% | 796 |
|
|
2017
Q2 | $4.43M | Hold |
60,271
| – | – | 0.01% | 784 |
|
|
2017
Q1 | $4.51M | Hold |
60,271
| – | – | 0.01% | 769 |
|
|
2016
Q4 | $4.33M | Hold |
60,271
| – | – | 0.01% | 774 |
|
|
2016
Q3 | $3.95M | Buy |
60,271
+10,271
| +21% | +$668K | 0.01% | 784 |
|
|
2016
Q2 | $3.17M | Sell |
50,000
-500
| -1% | -$31.7K | 0.01% | 820 |
|
|
2016
Q1 | $3.06M | Buy |
50,500
+500
| +1% | +$27.4K | 0.01% | 831 |
|
|
2015
Q4 | $2.82M | Hold |
50,000
| – | – | 0.01% | 840 |
|
|
2015
Q3 | $2.73M | Hold |
50,000
| – | – | 0.01% | 846 |
|
|
2015
Q2 | $2.96M | Hold |
50,000
| – | – | 0.01% | 882 |
|
|
2015
Q1 | $3M | Hold |
50,000
| – | – | 0.01% | 871 |
|
|
2014
Q4 | $3.54M | Hold |
50,000
| – | – | 0.01% | 808 |
|
|
2014
Q3 | $3.68M | Hold |
50,000
| – | – | 0.01% | 777 |
|
|
2014
Q2 | $3.68M | Hold |
50,000
| – | – | 0.01% | 787 |
|
|
2014
Q1 | $3.35M | Hold |
50,000
| – | – | 0.01% | 811 |
|
|
2013
Q4 | $3.33M | Hold |
50,000
| – | – | 0.01% | 803 |
|
|
2013
Q3 | $3.34M | Hold |
50,000
| – | – | 0.01% | 786 |
|
|
2013
Q2 | $2.9M | Buy |
+50,000
| New | +$3.03M | 0.01% | 773 |
|
Other funds holding BMO
