A detailed history of Venturi Wealth Management, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 134 shares of BMO stock, worth $12,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares
134
Previous 74 81.08%
Holding current value
$12,768
Previous $6,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$79.1 - $90.77 $4,746 - $5,446
60 Added 81.08%
134 $12,000
Q2 2024

Jul 19, 2024

BUY
$83.3 - $98.36 $1,166 - $1,377
14 Added 23.33%
74 $6,000
Q1 2023

May 02, 2023

BUY
$84.39 - $101.98 $5,063 - $6,118
60 New
60 $5,000
Q3 2021

Oct 19, 2021

SELL
$95.96 - $103.83 $5,757 - $6,229
-60 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$89.26 - $106.41 $5,355 - $6,384
60 New
60 $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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