Washington Trust’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 | – | Sell |
-1,000
| Closed | -$95.5K | – | 305 |
|
|
2025
Q1 | $95.5K | Hold |
1,000
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $97.1K | Hold |
1,000
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $90.2K | Hold |
1,000
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $83.9K | Hold |
1,000
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $97.7K | Hold |
1,000
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $98.9K | Hold |
1,000
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $84.4K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $90.3K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $89.1K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $90.6K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $96K | Hold |
1,000
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $118K | Hold |
1,000
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $108K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $100K | Hold |
1,000
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $103K | Hold |
1,000
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $89K | Hold |
1,000
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $76K | Hold |
1,000
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $58K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 385 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$77K | – | 299 |
|
|
2018
Q2 | $77K | Buy |
+1,000
| New | +$77K | ﹤0.01% | 351 |
|