Number of Shares
183,463.00
Current Holdings Value*
$17.67 Mil
% of Portfolio
3.52%
Total Estimate Gain
$6.70 Mil
% of Total Estimate Gain
26.94%

DORCHESTER WEALTH MANAGEMENT Co's Bank of Montreal Holding Summary

As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 183,463.00 shares of Bank of Montreal(BMO), totaling $17.67 Mil. This investment constitutes 3.52% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0.03% of the outstanding Bank of Montreal(BMO) stock.

The initial trade took place in 2018Q2. And since then DORCHESTER WEALTH MANAGEMENT Co has made 12 purchases of BMO, at an average price of $81.49, for a total of 305,292.00 shares. In addition, there have been 15 sales at an average price of $92.63 for 121,829.00 shares. Based on historical transaction data and BMO's current price of $110.63, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his BMO holdings is $6.70 Mil, reflecting a 26.94% gain to date.

DORCHESTER WEALTH MANAGEMENT Co BMO ($110.63) Holding Chart

DORCHESTER WEALTH MANAGEMENT Co BMO ($110.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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