Svb Wealth LLC Bank Of Montreal Transaction History

Svb Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	$93.85 - $118.29 $124,351 - $156,734	-1,325 Reduced 38.39%	2,126 $204,000
Q1 2022 May 13, 2022	BUY	$108.89 - $122.34 $52,920 - $59,457	486 Added 16.39%	3,451 $407,000
Q4 2021 Feb 15, 2022	SELL	$100.75 - $112.3 $283,611 - $316,124	-2,815 Reduced 48.7%	2,965 $319,000
Q3 2021 Nov 09, 2021	BUY	$95.96 - $103.83 $233,758 - $252,929	2,436 Added 72.85%	5,780 $577,000
Q2 2021 Aug 13, 2021	BUY	$89.26 - $106.41 $28,920 - $34,476	324 Added 10.73%	3,344 $343,000
Q1 2021 May 11, 2021	BUY	$74.31 - $89.94 $6,836 - $8,274	92 Added 3.14%	3,020 $269,000
Q4 2020 Feb 10, 2021	BUY	$58.0 - $76.94 $169,824 - $225,280	2,928 New	2,928 $223,000

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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