William Blair & Company’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 | $1.05M | Buy |
9,475
+4,591
| +94% | +$508K | ﹤0.01% | 891 |
|
|
2025
Q1 | $467K | Sell |
4,884
-3,221
| -40% | -$308K | ﹤0.01% | 1105 |
|
|
2024
Q4 | $787K | Buy |
8,105
+19
| +0.2% | +$1.84K | ﹤0.01% | 974 |
|
|
2024
Q3 | $729K | Buy |
8,086
+418
| +5% | +$37.7K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $643K | Sell |
7,668
-563
| -7% | -$47.2K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $804K | Sell |
8,231
-2,944
| -26% | -$288K | ﹤0.01% | 937 |
|
|
2023
Q4 | $1.11M | Sell |
11,175
-77
| -0.7% | -$7.62K | ﹤0.01% | 822 |
|
|
2023
Q3 | $949K | Buy |
11,252
+1,719
| +18% | +$145K | ﹤0.01% | 857 |
|
|
2023
Q2 | $861K | Sell |
9,533
-249
| -3% | -$22.5K | ﹤0.01% | 889 |
|
|
2023
Q1 | $872K | Buy |
9,782
+511
| +6% | +$45.5K | ﹤0.01% | 869 |
|
|
2022
Q4 | $840K | Sell |
9,271
-12
| -0.1% | -$1.09K | ﹤0.01% | 885 |
|
|
2022
Q3 | $814K | Buy |
9,283
+2,006
| +28% | +$176K | ﹤0.01% | 890 |
|
|
2022
Q2 | $700K | Sell |
7,277
-104
| -1% | -$10K | ﹤0.01% | 965 |
|
|
2022
Q1 | $871K | Sell |
7,381
-51
| -0.7% | -$6.02K | ﹤0.01% | 967 |
|
|
2021
Q4 | $801K | Sell |
7,432
-782
| -10% | -$84.3K | ﹤0.01% | 1034 |
|
|
2021
Q3 | $819K | Buy |
8,214
+4,386
| +115% | +$437K | ﹤0.01% | 998 |
|
|
2021
Q2 | $393K | Buy |
3,828
+27
| +0.7% | +$2.77K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $339K | Sell |
3,801
-15,271
| -80% | -$1.36M | ﹤0.01% | 1284 |
|
|
2020
Q4 | $1.45M | Buy |
19,072
+15,147
| +386% | +$1.15M | 0.01% | 739 |
|
|
2020
Q3 | $229K | Hold |
3,925
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q2 | $208K | Sell |
3,925
-3,898
| -50% | -$207K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $393K | Sell |
7,823
-1,018
| -12% | -$51.1K | ﹤0.01% | 935 |
|
|
2019
Q4 | $685K | Buy |
8,841
+587
| +7% | +$45.5K | ﹤0.01% | 886 |
|
|
2019
Q3 | $609K | Sell |
8,254
-341
| -4% | -$25.2K | ﹤0.01% | 888 |
|
|
2019
Q2 | $649K | Sell |
8,595
-1,656
| -16% | -$125K | ﹤0.01% | 894 |
|
|
2019
Q1 | $767K | Buy |
10,251
+1,202
| +13% | +$89.9K | ﹤0.01% | 820 |
|
|
2018
Q4 | $591K | Sell |
9,049
-1,203
| -12% | -$78.6K | ﹤0.01% | 857 |
|
|
2018
Q3 | $846K | Sell |
10,252
-33
| -0.3% | -$2.72K | 0.01% | 796 |
|
|
2018
Q2 | $795K | Buy |
10,285
+1,091
| +12% | +$84.3K | 0.01% | 803 |
|
|
2018
Q1 | $695K | Sell |
9,194
-10,264
| -53% | -$776K | ﹤0.01% | 814 |
|
|
2017
Q4 | $1.56M | Buy |
19,458
+1,544
| +9% | +$124K | 0.01% | 626 |
|
|
2017
Q3 | $1.36M | Buy |
17,914
+1,176
| +7% | +$89K | 0.01% | 645 |
|
|
2017
Q2 | $1.23M | Buy |
16,738
+1,023
| +7% | +$75.1K | 0.01% | 692 |
|
|
2017
Q1 | $1.18M | Buy |
15,715
+1,999
| +15% | +$150K | 0.01% | 668 |
|
|
2016
Q4 | $986K | Sell |
13,716
-2,004
| -13% | -$144K | 0.01% | 654 |
|
|
2016
Q3 | $1.03M | Buy |
15,720
+893
| +6% | +$58.6K | 0.01% | 638 |
|
|
2016
Q2 | $940K | Sell |
14,827
-6,400
| -30% | -$406K | 0.01% | 650 |
|
|
2016
Q1 | $1.29M | Buy |
21,227
+2,574
| +14% | +$156K | 0.01% | 553 |
|
|
2015
Q4 | $1.05M | Buy |
18,653
+1,532
| +9% | +$86.4K | 0.01% | 618 |
|
|
2015
Q3 | $933K | Buy |
17,121
+1,028
| +6% | +$56K | 0.01% | 775 |
|
|
2015
Q2 | $953K | Buy |
16,093
+48
| +0.3% | +$2.84K | ﹤0.01% | 1592 |
|
|
2015
Q1 | $962K | Sell |
16,045
-1,100
| -6% | -$66K | ﹤0.01% | 1558 |
|
|
2014
Q4 | $1.21M | Buy |
17,145
+500
| +3% | +$35.3K | ﹤0.01% | 1431 |
|
|
2014
Q3 | $1.23M | Hold |
16,645
| – | – | ﹤0.01% | 1399 |
|
|
2014
Q2 | $1.23M | Sell |
16,645
-180
| -1% | -$13.2K | ﹤0.01% | 1383 |
|
|
2014
Q1 | $1.13M | Sell |
16,825
-94
| -0.6% | -$6.3K | ﹤0.01% | 1384 |
|
|
2013
Q4 | $1.13M | Hold |
16,919
| – | – | ﹤0.01% | 1354 |
|
|
2013
Q3 | $1.13M | Hold |
16,919
| – | – | ﹤0.01% | 1299 |
|
|
2013
Q2 | $981K | Buy |
+16,919
| New | +$981K | ﹤0.01% | 1285 |
|