A detailed history of Forum Financial Management, LP transactions in Bank Of Montreal stock. As of the latest transaction made, Forum Financial Management, LP holds 5,477 shares of BMO stock, worth $530,556. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,477
Previous 5,477 -0.0%
Holding current value
$530,556
Previous $459,000 7.63%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$74.22 - $99.55 $65,090 - $87,305
-877 Reduced 13.8%
5,477 $541,000
Q3 2023

Nov 03, 2023

SELL
$82.18 - $93.86 $80,043 - $91,419
-974 Reduced 13.29%
6,354 $536,000
Q2 2023

Jul 26, 2023

BUY
$82.89 - $92.23 $41,445 - $46,115
500 Added 7.32%
7,328 $661,000
Q1 2023

Apr 19, 2023

SELL
$84.39 - $101.98 $253 - $305
-3 Reduced 0.04%
6,828 $608,000
Q4 2022

Jan 24, 2023

BUY
$83.26 - $100.16 $249 - $300
3 Added 0.04%
6,831 $0
Q4 2021

Feb 18, 2022

BUY
$100.75 - $112.3 $687,921 - $766,784
6,828 New
6,828 $736,000

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $65.3B
  • 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 ...
More about BMO
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