Wells Fargo’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 | $51.5M | Sell |
464,564
-198
| -0% | -$21.9K | 0.01% | 779 |
|
|
2025
Q1 | $44.4M | Buy |
464,762
+12,676
| +3% | +$1.21M | 0.01% | 807 |
|
|
2024
Q4 | $43.9M | Buy |
452,086
+372,977
| +471% | +$36.2M | 0.01% | 793 |
|
|
2024
Q3 | $7.14M | Sell |
79,109
-3,390
| -4% | -$306K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $6.92M | Buy |
82,499
+12,432
| +18% | +$1.04M | ﹤0.01% | 1848 |
|
|
2024
Q1 | $6.84M | Sell |
70,067
-38,532
| -35% | -$3.76M | ﹤0.01% | 1845 |
|
|
2023
Q4 | $10.9M | Sell |
108,599
-20,551
| -16% | -$2.06M | ﹤0.01% | 1497 |
|
|
2023
Q3 | $10.9M | Sell |
129,150
-2,483
| -2% | -$210K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $11.9M | Buy |
131,633
+1,403
| +1% | +$127K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $11.6M | Buy |
130,230
+29,709
| +30% | +$2.65M | ﹤0.01% | 1414 |
|
|
2022
Q4 | $9.11M | Buy |
100,521
+22,626
| +29% | +$2.05M | ﹤0.01% | 1535 |
|
|
2022
Q3 | $6.83M | Buy |
77,895
+5,266
| +7% | +$461K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $6.97M | Sell |
72,629
-93,020
| -56% | -$8.93M | ﹤0.01% | 1745 |
|
|
2022
Q1 | $19.5M | Buy |
165,649
+87,282
| +111% | +$10.3M | 0.01% | 1267 |
|
|
2021
Q4 | $8.44M | Sell |
78,367
-119,172
| -60% | -$12.8M | ﹤0.01% | 1907 |
|
|
2021
Q3 | $19.7M | Buy |
197,539
+10,311
| +6% | +$1.03M | ﹤0.01% | 1617 |
|
|
2021
Q2 | $19.2M | Buy |
187,228
+80,449
| +75% | +$8.25M | ﹤0.01% | 1665 |
|
|
2021
Q1 | $9.52M | Sell |
106,779
-4,518
| -4% | -$403K | ﹤0.01% | 2149 |
|
|
2020
Q4 | $8.46M | Sell |
111,297
-3,621
| -3% | -$275K | ﹤0.01% | 2217 |
|
|
2020
Q3 | $6.71M | Sell |
114,918
-22,875
| -17% | -$1.34M | ﹤0.01% | 2208 |
|
|
2020
Q2 | $7.31M | Sell |
137,793
-133,602
| -49% | -$7.09M | ﹤0.01% | 2095 |
|
|
2020
Q1 | $13.6M | Sell |
271,395
-8,730
| -3% | -$439K | ﹤0.01% | 1462 |
|
|
2019
Q4 | $21.7M | Sell |
280,125
-4,568
| -2% | -$354K | 0.01% | 1399 |
|
|
2019
Q3 | $21M | Buy |
284,693
+5,424
| +2% | +$400K | 0.01% | 1402 |
|
|
2019
Q2 | $21.1M | Sell |
279,269
-16,192
| -5% | -$1.22M | 0.01% | 1444 |
|
|
2019
Q1 | $22.1M | Buy |
295,461
+16,352
| +6% | +$1.22M | 0.01% | 1382 |
|
|
2018
Q4 | $18.2M | Sell |
279,109
-12,645
| -4% | -$826K | 0.01% | 1421 |
|
|
2018
Q3 | $24.1M | Sell |
291,754
-25,857
| -8% | -$2.13M | 0.01% | 1389 |
|
|
2018
Q2 | $24.5M | Sell |
317,611
-159,370
| -33% | -$12.3M | 0.01% | 1347 |
|
|
2018
Q1 | $36M | Sell |
476,981
-33,293
| -7% | -$2.52M | 0.01% | 1083 |
|
|
2017
Q4 | $40.8M | Sell |
510,274
-4,148
| -0.8% | -$332K | 0.01% | 1009 |
|
|
2017
Q3 | $38.9M | Sell |
514,422
-14,559
| -3% | -$1.1M | 0.01% | 1014 |
|
|
2017
Q2 | $38.8M | Buy |
528,981
+66,666
| +14% | +$4.9M | 0.01% | 992 |
|
|
2017
Q1 | $34.6M | Sell |
462,315
-56,147
| -11% | -$4.2M | 0.01% | 1066 |
|
|
2016
Q4 | $37.3M | Sell |
518,462
-95,257
| -16% | -$6.85M | 0.01% | 974 |
|
|
2016
Q3 | $40.2M | Buy |
613,719
+14,216
| +2% | +$932K | 0.01% | 874 |
|
|
2016
Q2 | $38M | Buy |
599,503
+75,410
| +14% | +$4.78M | 0.01% | 895 |
|
|
2016
Q1 | $31.8M | Sell |
524,093
-618
| -0.1% | -$37.5K | 0.01% | 1009 |
|
|
2015
Q4 | $29.6M | Sell |
524,711
-17,309
| -3% | -$977K | 0.01% | 1068 |
|
|
2015
Q3 | $29.6M | Sell |
542,020
-71,516
| -12% | -$3.9M | 0.01% | 1040 |
|
|
2015
Q2 | $36.4M | Sell |
613,536
-267,957
| -30% | -$15.9M | 0.01% | 975 |
|
|
2015
Q1 | $52.9M | Buy |
881,493
+71,196
| +9% | +$4.27M | 0.02% | 767 |
|
|
2014
Q4 | $57.3M | Buy |
810,297
+63,763
| +9% | +$4.51M | 0.02% | 691 |
|
|
2014
Q3 | $55M | Buy |
746,534
+74,112
| +11% | +$5.46M | 0.02% | 693 |
|
|
2014
Q2 | $49.5M | Buy |
672,422
+60,816
| +10% | +$4.48M | 0.02% | 771 |
|
|
2014
Q1 | $41M | Buy |
611,606
+35,524
| +6% | +$2.38M | 0.02% | 859 |
|
|
2013
Q4 | $38.4M | Buy |
576,082
+4
| +0% | +$267 | 0.02% | 879 |
|
|
2013
Q3 | $38.5M | Buy |
576,078
+84,942
| +17% | +$5.68M | 0.02% | 824 |
|
|
2013
Q2 | $28.5M | Buy |
+491,136
| New | +$28.5M | 0.01% | 931 |
|