Glassman Wealth Services Bank Of Montreal Transaction History

Glassman Wealth Services

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$74.22 - $99.55 $13,285 - $17,819	-179 Reduced 32.6%	370 $36,000
Q3 2023 Nov 13, 2023	BUY	$82.18 - $93.86 $1,725 - $1,971	21 Added 3.98%	549 $46,000
Q2 2023 Aug 08, 2023	BUY	$82.89 - $92.23 $7,957 - $8,854	96 Added 22.22%	528 $47,000
Q1 2023 May 04, 2023	BUY	$84.39 - $101.98 $1,265 - $1,529	15 Added 3.6%	432 $38,000
Q4 2022 Feb 06, 2023	BUY	$83.26 - $100.16 $6,993 - $8,413	84 Added 25.23%	417 $37,000
Q3 2022 Nov 09, 2022	BUY	$16.82 - $100.72 $117 - $705	7 Added 2.15%	333 $29,000
Q2 2022 Aug 04, 2022	BUY	$93.85 - $118.29 $3,003 - $3,785	32 Added 10.88%	326 $31,000
Q1 2022 Aug 23, 2022	BUY	$108.89 - $122.34 $871 - $978	8 Added 2.8%	294 $35,000
Q4 2021 Feb 14, 2022	BUY	$100.75 - $112.3 $10,377 - $11,566	103 Added 56.28%	286 $31,000
Q3 2021 Nov 10, 2021	BUY	$95.96 - $103.83 $3,358 - $3,634	35 Added 23.65%	183 $18,000
Q2 2021 Aug 04, 2021	BUY	$89.26 - $106.41 $357 - $425	4 Added 2.78%	148 $15,000
Q1 2021 May 05, 2021	BUY	$74.31 - $89.94 $1,932 - $2,338	26 Added 22.03%	144 $13,000
Q4 2020 Feb 04, 2021	BUY	$58.0 - $76.94 $6,090 - $8,078	105 Added 807.69%	118 $9,000
Q3 2020 Nov 09, 2020	BUY	$52.13 - $63.75 $677 - $828	13 New	13 $1,000
Q2 2020 Aug 06, 2020	SELL	$44.31 - $58.3 $708 - $932	-16 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$38.71 - $79.77 $309 - $638	8 Added 100.0%	16 $1,000
Q4 2019 Feb 07, 2020	BUY	$71.38 - $77.63 $571 - $621	8 New	8 $1,000

537

329M

8.71M

10.6M

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $64.3B
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 ...

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