A detailed history of Jfs Wealth Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 163 shares of BMO stock, worth $15,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Previous 157 3.82%
Holding current value
$15,532
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$79.1 - $90.77 $474 - $544
6 Added 3.82%
163 $14,000
Q2 2024

Jul 15, 2024

SELL
$83.3 - $98.36 $3,082 - $3,639
-37 Reduced 19.07%
157 $13,000
Q4 2023

Feb 07, 2024

BUY
$74.22 - $99.55 $4,230 - $5,674
57 Added 41.61%
194 $19,000
Q3 2023

Nov 02, 2023

SELL
$82.18 - $93.86 $5,095 - $5,819
-62 Reduced 31.16%
137 $11,000
Q2 2023

Aug 07, 2023

BUY
$82.89 - $92.23 $1,492 - $1,660
18 Added 9.94%
199 $17,000
Q1 2023

Apr 19, 2023

BUY
$84.39 - $101.98 $928 - $1,121
11 Added 6.47%
181 $16,000
Q4 2022

Feb 13, 2023

BUY
$83.26 - $100.16 $2,664 - $3,205
32 Added 23.19%
170 $15,000
Q3 2022

Oct 21, 2022

SELL
$16.82 - $100.72 $2,607 - $15,611
-155 Reduced 52.9%
138 $12,000
Q2 2022

Aug 02, 2022

BUY
$93.85 - $118.29 $4,035 - $5,086
43 Added 17.2%
293 $28,000
Q1 2022

May 02, 2022

BUY
$108.89 - $122.34 $21,124 - $23,733
194 Added 346.43%
250 $29,000
Q4 2021

Feb 03, 2022

BUY
$100.75 - $112.3 $5,642 - $6,288
56 New
56 $6,000

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 $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 ...
More about BMO
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