Zurich Cantonal Bank’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 | $33.9M | Buy |
306,939
+1,018
| +0.3% | +$113K | 0.08% | 217 |
|
|
2025
Q1 | $29.2M | Buy |
305,921
+14,583
| +5% | +$1.39M | 0.08% | 209 |
|
|
2024
Q4 | $28.3M | Buy |
291,338
+19,147
| +7% | +$1.86M | 0.08% | 220 |
|
|
2024
Q3 | $24.6M | Buy |
272,191
+7,759
| +3% | +$701K | 0.07% | 239 |
|
|
2024
Q2 | $22.2M | Buy |
264,432
+33,078
| +14% | +$2.78M | 0.07% | 240 |
|
|
2024
Q1 | $22.6M | Buy |
231,354
+4,613
| +2% | +$451K | 0.08% | 230 |
|
|
2023
Q4 | $22.5M | Buy |
226,741
+4,837
| +2% | +$481K | 0.09% | 201 |
|
|
2023
Q3 | $18.8M | Buy |
221,904
+7,980
| +4% | +$676K | 0.08% | 214 |
|
|
2023
Q2 | $19.3M | Buy |
213,924
+16,565
| +8% | +$1.5M | 0.09% | 217 |
|
|
2023
Q1 | $17.6M | Buy |
197,359
+4,514
| +2% | +$402K | 0.09% | 223 |
|
|
2022
Q4 | $17.5M | Buy |
192,845
+32,769
| +20% | +$2.97M | 0.09% | 210 |
|
|
2022
Q3 | $14.1M | Sell |
160,076
-30,306
| -16% | -$2.67M | 0.08% | 222 |
|
|
2022
Q2 | $18.3M | Sell |
190,382
-18,505
| -9% | -$1.78M | 0.11% | 182 |
|
|
2022
Q1 | $24.6M | Buy |
208,887
+34,071
| +19% | +$4.01M | 0.12% | 157 |
|
|
2021
Q4 | $18.6M | Sell |
174,816
-31,959
| -15% | -$3.39M | 0.09% | 209 |
|
|
2021
Q3 | $20.6M | Buy |
206,775
+45,655
| +28% | +$4.56M | 0.11% | 178 |
|
|
2021
Q2 | $16.7M | Sell |
161,120
-2,007
| -1% | -$208K | 0.09% | 215 |
|
|
2021
Q1 | $14.5M | Buy |
163,127
+102
| +0.1% | +$9.09K | 0.09% | 220 |
|
|
2020
Q4 | $12.4M | Buy |
163,025
+12,405
| +8% | +$942K | 0.08% | 250 |
|
|
2020
Q3 | $8.78M | Buy |
150,620
+21,010
| +16% | +$1.22M | 0.06% | 288 |
|
|
2020
Q2 | $6.93M | Sell |
129,610
-23,964
| -16% | -$1.28M | 0.06% | 302 |
|
|
2020
Q1 | $7.67M | Buy |
153,574
+13,485
| +10% | +$673K | 0.07% | 277 |
|
|
2019
Q4 | $10.9M | Buy |
140,089
+1,906
| +1% | +$148K | 0.08% | 262 |
|
|
2019
Q3 | $10.2M | Buy |
138,183
+8,373
| +6% | +$617K | 0.09% | 264 |
|
|
2019
Q2 | $9.83M | Sell |
129,810
-2,143
| -2% | -$162K | 0.08% | 265 |
|
|
2019
Q1 | $9.88M | Sell |
131,953
-33,806
| -20% | -$2.53M | 0.09% | 256 |
|
|
2018
Q4 | $10.8M | Sell |
165,759
-25,177
| -13% | -$1.64M | 0.11% | 211 |
|
|
2018
Q3 | $15.7M | Buy |
190,936
+57,397
| +43% | +$4.73M | 0.13% | 179 |
|
|
2018
Q2 | $10.3M | Sell |
133,539
-6,113
| -4% | -$472K | 0.09% | 264 |
|
|
2018
Q1 | $10.5M | Sell |
139,652
-217
| -0.2% | -$16.4K | 0.1% | 253 |
|
|
2017
Q4 | $11.1M | Sell |
139,869
-132,715
| -49% | -$10.6M | 0.1% | 242 |
|
|
2017
Q3 | $20.6M | Sell |
272,584
-8,468
| -3% | -$639K | 0.19% | 118 |
|
|
2017
Q2 | $20.6M | Sell |
281,052
-17,902
| -6% | -$1.31M | 0.2% | 116 |
|
|
2017
Q1 | $22.3M | Buy |
298,954
+21,088
| +8% | +$1.57M | 0.22% | 105 |
|
|
2016
Q4 | $20M | Buy |
277,866
+41,833
| +18% | +$3.01M | 0.21% | 115 |
|
|
2016
Q3 | $15.4M | Sell |
236,033
-127,475
| -35% | -$8.34M | 0.16% | 139 |
|
|
2016
Q2 | $22.9M | Sell |
363,508
-7,254
| -2% | -$458K | 0.3% | 75 |
|
|
2016
Q1 | $22.6M | Buy |
370,762
+40,396
| +12% | +$2.46M | 0.29% | 76 |
|
|
2015
Q4 | $18.6M | Buy |
330,366
+231,466
| +234% | +$13M | 0.24% | 90 |
|
|
2015
Q3 | $5.37M | Buy |
98,900
+3,688
| +4% | +$200K | 0.08% | 245 |
|
|
2015
Q2 | $5.64M | Buy |
95,212
+2,000
| +2% | +$119K | 0.08% | 255 |
|
|
2015
Q1 | $5.59M | Buy |
93,212
+14,037
| +18% | +$841K | 0.08% | 252 |
|
|
2014
Q4 | $5.52M | Buy |
79,175
+1,181
| +2% | +$82.4K | 0.17% | 139 |
|
|
2014
Q3 | $5.23M | Buy |
77,994
+73
| +0.1% | +$4.9K | 0.17% | 132 |
|
|
2014
Q2 | $4.55M | Buy |
77,921
+3,910
| +5% | +$228K | 0.13% | 179 |
|
|
2014
Q1 | $3.89M | Buy |
74,011
+6,658
| +10% | +$350K | 0.12% | 189 |
|
|
2013
Q4 | $3.56M | Buy |
67,353
+1,152
| +2% | +$60.8K | 0.12% | 206 |
|
|
2013
Q3 | $3.63M | Sell |
66,201
-2,317
| -3% | -$127K | 0.13% | 175 |
|
|
2013
Q2 | $3.54M | Buy |
+68,518
| New | +$3.54M | 0.12% | 166 |
|