Icon Wealth Partners, LLC Bank Of Montreal Transaction History

Icon Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$84.39 - $101.98 $96,542 - $116,665	1,144 New	1,144 $101,000
Q2 2019 Aug 13, 2019	SELL	$72.61 - $79.14 $94,901 - $103,435	-1,307 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$65.83 - $78.27 $86,039 - $102,298	1,307 New	1,307 $98,000
Q3 2018 Nov 14, 2018	SELL	$76.79 - $83.81 $190,055 - $207,429	-2,475 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$74.84 - $79.49 $299 - $317	4 Added 0.16%	2,475 $191,000
Q1 2018 May 15, 2018	BUY	$74.4 - $84.11 $2,083 - $2,355	28 Added 1.15%	2,471 $187,000
Q4 2017 Feb 13, 2018	BUY	$76.21 - $80.02 $186,181 - $195,488	2,443	2,443 $195,000

537

329M

8.71M

10.6M

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $67.9B
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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