A detailed history of Tradition Wealth Management, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 4,949 shares of BMO stock, worth $485,744. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,949
Previous 4,949 -0.0%
Holding current value
$485,744
Previous $414,000 7.73%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$83.3 - $98.36 $165,350 - $195,244
1,985 Added 66.97%
4,949 $414,000
Q1 2024

May 13, 2024

BUY
$89.53 - $98.63 $984 - $1,084
11 Added 0.37%
2,964 $289,000
Q4 2023

Feb 12, 2024

SELL
$74.22 - $99.55 $105,392 - $141,361
-1,420 Reduced 32.47%
2,953 $292,000
Q3 2023

Nov 13, 2023

SELL
$82.18 - $93.86 $14,545 - $16,613
-177 Reduced 3.89%
4,373 $369,000
Q2 2023

Aug 14, 2023

SELL
$82.89 - $92.23 $79,740 - $88,725
-962 Reduced 17.45%
4,550 $411,000
Q1 2023

May 11, 2023

SELL
$84.39 - $101.98 $63,376 - $76,586
-751 Reduced 11.99%
5,512 $491,000
Q4 2022

Feb 03, 2023

SELL
$83.26 - $100.16 $12,489 - $15,024
-150 Reduced 2.34%
6,263 $567,000
Q3 2022

Nov 14, 2022

BUY
$16.82 - $100.72 $1,177 - $7,050
70 Added 1.1%
6,413 $562,000
Q2 2022

Aug 02, 2022

BUY
$93.85 - $118.29 $20,271 - $25,550
216 Added 3.53%
6,343 $610,000
Q1 2022

May 11, 2022

BUY
$108.89 - $122.34 $98,436 - $110,595
904 Added 17.31%
6,127 $723,000
Q4 2021

Feb 14, 2022

BUY
$100.75 - $112.3 $154,852 - $172,605
1,537 Added 41.7%
5,223 $563,000
Q3 2021

Nov 12, 2021

BUY
$95.96 - $103.83 $353,708 - $382,717
3,686 New
3,686 $368,000

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 $66.2B
  • 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
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.