A detailed history of Valeo Financial Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,740 shares of BMO stock, worth $259,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,740
Previous 2,681 2.2%
Holding current value
$259,286
Previous $224,000 10.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$79.1 - $90.77 $4,666 - $5,355
59 Added 2.2%
2,740 $247,000
Q1 2024

Apr 25, 2024

BUY
$89.53 - $98.63 $1,790 - $1,972
20 Added 0.75%
2,681 $261,000
Q4 2023

Jan 29, 2024

SELL
$74.22 - $99.55 $15,586 - $20,905
-210 Reduced 7.31%
2,661 $263,000
Q3 2023

Oct 19, 2023

BUY
$82.18 - $93.86 $2,876 - $3,285
35 Added 1.23%
2,871 $242,000
Q2 2023

Jul 14, 2023

SELL
$82.89 - $92.23 $10,195 - $11,344
-123 Reduced 4.16%
2,836 $256,000
Q1 2023

Apr 17, 2023

BUY
$84.39 - $101.98 $42,026 - $50,786
498 Added 20.24%
2,959 $263,000
Q4 2022

Feb 09, 2023

BUY
$83.26 - $100.16 $204,902 - $246,493
2,461 New
2,461 $222,000
Q2 2022

Aug 03, 2022

SELL
$93.85 - $118.29 $159,357 - $200,856
-1,698 Closed
0 $0
Q1 2022

Apr 28, 2022

BUY
$108.89 - $122.34 $184,895 - $207,733
1,698 New
1,698 $200,000
Q2 2021

Jul 22, 2021

SELL
$89.26 - $106.41 $128,623 - $153,336
-1,441 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$74.31 - $89.94 $3,046 - $3,687
41 Added 2.93%
1,441 $128,000
Q3 2020

Oct 28, 2020

SELL
$52.13 - $63.75 $4,274 - $5,227
-82 Reduced 5.53%
1,400 $82,000
Q2 2020

Jul 20, 2020

BUY
$44.31 - $58.3 $3,633 - $4,780
82 Added 5.86%
1,482 $79,000
Q3 2018

Nov 01, 2018

SELL
$76.79 - $83.81 $30,716 - $33,524
-400 Reduced 22.22%
1,400 $105,000
Q2 2018

Aug 14, 2018

BUY
$74.84 - $79.49 $29,936 - $31,795
400 Added 28.57%
1,800 $142,000
Q1 2018

Apr 12, 2018

BUY
$74.4 - $84.11 $29,760 - $33,644
400 Added 40.0%
1,400 $106,000
Q3 2017

Nov 14, 2017

BUY
$71.44 - $75.87 $71,440 - $75,870
1,000
1,000 $76,000

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 $63.8B
  • 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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