A detailed history of Winch Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Winch Advisory Services, LLC holds 350 shares of BMO stock, worth $33,236. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$33,236
Previous $29,000 6.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024

SELL
$83.3 - $98.36 $24,323 - $28,721
-292 Reduced 45.48%
350 $29,000
Q1 2024

May 14, 2024

BUY
$89.53 - $98.63 $26,142 - $28,799
292 Added 83.43%
642 $62,000
Q4 2020

Feb 09, 2021

SELL
$58.0 - $76.94 $4,988 - $6,616
-86 Reduced 19.72%
350 $27,000
Q3 2020

Nov 04, 2020

BUY
$52.13 - $63.75 $4,483 - $5,482
86 Added 24.57%
436 $25,000
Q2 2019

Aug 07, 2019

SELL
$72.61 - $79.14 $2,759 - $3,007
-38 Reduced 9.79%
350 $26,000
Q1 2019

May 13, 2019

BUY
$65.83 - $78.27 $2,501 - $2,974
38 Added 10.86%
388 $29,000
Q4 2018

Feb 05, 2019

SELL
$63.51 - $83.41 $9,399 - $12,344
-148 Reduced 29.72%
350 $23,000
Q3 2018

Nov 13, 2018

SELL
$76.79 - $83.81 $5,605 - $6,118
-73 Reduced 12.78%
498 $41,000
Q2 2018

Aug 13, 2018

SELL
$74.84 - $79.49 $32,181 - $34,180
-430 Reduced 42.96%
571 $44,000
Q1 2018

May 11, 2018

SELL
$74.4 - $84.11 $6,547 - $7,401
-88 Reduced 8.08%
1,001 $76,000
Q4 2017

Feb 13, 2018

BUY
$76.21 - $80.02 $76 - $80
1 Added 0.09%
1,089 $87,000
Q3 2017

Nov 13, 2017

BUY
$71.44 - $75.87 $77,726 - $82,546
1,088
1,088 $82,000

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 $64B
  • 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 Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, 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 Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.