Ibex Wealth Advisors Bank Of Montreal Transaction History

Ibex Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$89.53 - $98.63 $417,209 - $459,615	4,660 Added 155333.33%	4,663 $422,000
Q4 2023 Jan 29, 2024	SELL	$74.22 - $99.55 $373,029 - $500,338	-5,026 Reduced 99.94%	3 $332,000
Q3 2023 Nov 07, 2023	BUY	$82.18 - $93.86 $178,001 - $203,300	2,166 Added 75.65%	5,029 $424,000
Q1 2023 May 15, 2023	SELL	$84.39 - $101.98 $151,902 - $183,564	-1,800 Reduced 38.6%	2,863 $255,000
Q4 2022 Feb 06, 2023	BUY	$83.26 - $100.16 $123,224 - $148,236	1,480 Added 46.5%	4,663 $422,000
Q3 2022 Oct 31, 2022	BUY	$16.82 - $100.72 $185 - $1,107	11 Added 0.35%	3,183 $279,000
Q2 2022 Aug 16, 2022	BUY	$93.85 - $118.29 $297,692 - $375,215	3,172 New	3,172 $305,000

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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