A detailed history of Pds Planning, Inc transactions in Bank Of Montreal stock. As of the latest transaction made, Pds Planning, Inc holds 3,442 shares of BMO stock, worth $320,725. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,442
Previous 3,525 2.35%
Holding current value
$320,725
Previous $295,000 5.08%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$79.1 - $90.77 $6,565 - $7,533
-83 Reduced 2.35%
3,442 $310,000
Q2 2024

Aug 07, 2024

SELL
$83.3 - $98.36 $12,411 - $14,655
-149 Reduced 4.06%
3,525 $295,000
Q1 2024

May 01, 2024

BUY
$89.53 - $98.63 $8,147 - $8,975
91 Added 2.54%
3,674 $358,000
Q4 2023

Feb 01, 2024

BUY
$74.22 - $99.55 $49,653 - $66,598
669 Added 22.96%
3,583 $354,000
Q3 2023

Oct 20, 2023

SELL
$82.18 - $93.86 $1,068 - $1,220
-13 Reduced 0.44%
2,914 $245,000
Q2 2023

Jul 20, 2023

SELL
$82.89 - $92.23 $6,216 - $6,917
-75 Reduced 2.5%
2,927 $264,000
Q1 2023

May 01, 2023

BUY
$84.39 - $101.98 $253,338 - $306,143
3,002 New
3,002 $267,000

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 $62.8B
  • 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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