Vontobel Holding’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 | $12.2M | Sell |
109,919
-3,600
| -3% | -$399K | 0.04% | 215 |
|
|
2025
Q1 | $10.8M | Hold |
113,519
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $11M | Sell |
113,519
-14,300
| -11% | -$1.39M | 0.04% | 213 |
|
|
2024
Q3 | $11.5M | Sell |
127,819
-5,305
| -4% | -$479K | 0.04% | 208 |
|
|
2024
Q2 | $11.2M | Hold |
133,124
| – | – | 0.04% | 206 |
|
|
2024
Q1 | $13M | Sell |
133,124
-5,797
| -4% | -$566K | 0.1% | 179 |
|
|
2023
Q4 | $13.7M | Sell |
138,921
-62,396
| -31% | -$6.17M | 0.12% | 170 |
|
|
2023
Q3 | $17M | Sell |
201,317
-24,315
| -11% | -$2.05M | 0.16% | 140 |
|
|
2023
Q2 | $20.4M | Sell |
225,632
-10,020
| -4% | -$905K | 0.18% | 134 |
|
|
2023
Q1 | $21M | Buy |
235,652
+687
| +0.3% | +$61.2K | 0.2% | 127 |
|
|
2022
Q4 | $21.1M | Buy |
234,965
+126,394
| +116% | +$11.3M | 0.21% | 121 |
|
|
2022
Q3 | $9.61M | Sell |
108,571
-1,308
| -1% | -$116K | 0.11% | 177 |
|
|
2022
Q2 | $10.6M | Sell |
109,879
-47,285
| -30% | -$4.56M | 0.11% | 158 |
|
|
2022
Q1 | $18.6M | Buy |
157,164
+139,311
| +780% | +$16.5M | 0.16% | 133 |
|
|
2021
Q4 | $1.93M | Buy |
17,853
+2,789
| +19% | +$301K | 0.02% | 444 |
|
|
2021
Q3 | $1.5M | Buy |
15,064
+12,515
| +491% | +$1.25M | 0.01% | 511 |
|
|
2021
Q2 | $260K | Buy |
+2,549
| New | +$260K | ﹤0.01% | 969 |
|