Bogart Wealth, LLC Bank Of Montreal Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,202 shares of BMO stock, worth $222,512. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,202

Previous 2,202 -0.0%

Holding current value

$222,512

Previous $198,000 7.58%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$82.18 - $93.86 $1,068 - $1,220	-13 Reduced 0.59%	2,202 $185,000
Q2 2023 Jul 28, 2023	BUY	$82.89 - $92.23 $45,257 - $50,357	546 Added 32.71%	2,215 $200,000
Q1 2023 Apr 21, 2023	SELL	$84.39 - $101.98 $17,890 - $21,619	-212 Reduced 11.27%	1,669 $148,000
Q4 2022 Feb 06, 2023	SELL	$83.26 - $100.16 $60,113 - $72,315	-722 Reduced 27.74%	1,881 $170,000
Q1 2022 Apr 22, 2022	BUY	$108.89 - $122.34 $23,084 - $25,936	212 Added 8.87%	2,603 $307,000
Q1 2021 Apr 16, 2021	SELL	$74.31 - $89.94 $34,851 - $42,181	-469 Reduced 16.4%	2,391 $213,000
Q4 2020 Jan 14, 2021	SELL	$58.0 - $76.94 $4,466 - $5,924	-77 Reduced 2.62%	2,860 $217,000
Q2 2020 Jul 08, 2020	SELL	$44.31 - $58.3 $33,321 - $43,841	-752 Reduced 20.38%	2,937 $156,000
Q1 2020 Apr 20, 2020	SELL	$38.71 - $79.77 $1.3 Million - $2.69 Million	-33,685 Reduced 90.13%	3,689 $185,000
Q4 2019 Feb 10, 2020	BUY	$71.38 - $77.63 $66,883 - $72,739	937 Added 2.57%	37,374 $2.9 Million
Q3 2019 Oct 10, 2019	BUY	$66.9 - $77.18 $23,415 - $27,013	350 Added 0.97%	36,437 $2.69 Million
Q2 2019 Jul 11, 2019	BUY	$72.61 - $79.14 $319,919 - $348,690	4,406 Added 13.91%	36,087 $2.72 Million
Q1 2019 Apr 08, 2019	BUY	$65.83 - $78.27 $135,938 - $161,627	2,065 Added 6.97%	31,681 $2.37 Million
Q4 2018 Jan 15, 2019	BUY	$63.51 - $83.41 $41,027 - $53,882	646 Added 2.23%	29,616 $1.94 Million
Q3 2018 Oct 16, 2018	BUY	$76.79 - $83.81 $88,231 - $96,297	1,149 Added 4.13%	28,970 $2.39 Million
Q2 2018 Jul 13, 2018	BUY	$74.84 - $79.49 $67,879 - $72,097	907 Added 3.37%	27,821 $2.15 Million
Q1 2018 Apr 13, 2018	BUY	$74.4 - $84.11 $148,130 - $167,463	1,991 Added 7.99%	26,914 $2.05 Million
Q4 2017 Jan 11, 2018	BUY	$76.21 - $80.02 $69,046 - $72,498	906 Added 3.77%	24,923 $1.99 Million
Q3 2017 Oct 12, 2017	BUY	$71.44 - $75.87 $23,575 - $25,037	330 Added 1.39%	24,017 $1.84 Million
Q2 2017 Sep 19, 2017	BUY	N/A	6,370 Added 36.78%	23,687 $1.74 Million
Q1 2017 Sep 19, 2017	SELL	N/A	-697 Reduced 3.87%	17,317 $1.3 Million
Q4 2016 Aug 31, 2017	BUY	N/A	18,014	18,014 $1.3 Million

Others Institutions Holding BMO

# of Institutions

595

Shares Held

350M

Call Options Held

4.78M

Put Options Held

11.4M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $68.1B
Description
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...

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Bogart Wealth, LLC Bank Of Montreal Transaction History