13F Filings History of DORCHESTER WEALTH MANAGEMENT Co

Latest 13F report
Q4 2024 - 04 Feb 2025
Value $
$501,326,889
Signature - Title
Isabella H. Wehrli - PARTNER/CCO
Location
Montreal, Quebec, Canada
Summary
This page shows a list of all the recent 13F filings made by DORCHESTER WEALTH MANAGEMENT Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DORCHESTER WEALTH MANAGEMENT Co reported 146 stock holdings with total value $501,326,889 as of Q4 2024. Top holdings included AAPL, BMO, GOOG, TD, and RY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 146 $501,326,889 +$13,001,356 -$49,828,245 -$36,826,889 AAPL, BMO, GOOG, TD, RY 13F-HR 03 Feb 2025, 21:56
Q3 2024 162 $548,182,038 +$14,664,151 -$33,100,495 -$18,436,344 AAPL, TD, RY, BMO, GOOG 13F-HR 22 Oct 2024, 10:38
Q2 2024 160 $516,703,356 +$10,057,580 -$39,050,144 -$28,992,564 AAPL, RY, GOOG, TD, BMO 13F-HR 23 Jul 2024, 21:56
Q1 2024 166 $554,341,805 +$18,405,404 -$11,274,231 +$7,131,173 AAPL, RY, TD, BMO, GOOG 13F-HR 30 Apr 2024, 15:18
Q4 2023 158 $539,417,404 +$12,261,265 -$11,691,654 +$569,611 AAPL, RY, TD, BMO, GOOG 13F-HR 23 Jan 2024, 14:08
Q3 2023 150 $493,580,861 +$41,836,337 -$12,770,549 +$29,065,788 AAPL, RY, TD, BMO, SU 13F-HR 24 Oct 2023, 21:41
Q2 2023 148 $490,797,963 +$8,167,708 -$18,773,101 -$10,605,393 AAPL, RY, TD, BMO, BCE 13F-HR 13 Jul 2023, 21:49
Q1 2023 152 $484,348,600 +$52,987,670 -$5,210,103 +$47,777,567 AAPL, RY, TD, BMO, BCE 13F-HR 26 Apr 2023, 19:36
Q4 2022 143 $421,362,782 +$7,560,566 -$55,834,902 -$48,274,336 AAPL, TD, RY, SU, BCE 13F-HR 31 Jan 2023, 20:37
Q3 2022 154 $453,281,000 +$21,242,674 -$8,002,247 +$13,240,427 AAPL, RY, TD, BMO, NVEI 13F-HR 24 Oct 2022, 15:39
Q2 2022 155 $501,843,000 +$32,641,012 -$7,589,544 +$25,051,468 AAPL, RY, TD, NVEI, BMO 13F-HR 03 Aug 2022, 18:00
Q1 2022 158 $242,232,000 $0 $0 $0 RY, BMO, TD, SU, BNS 13F-HR 09 May 2022, 18:36
Q4 2021 148 $503,838,000 +$60,055,688 -$12,269,329 +$47,786,359 NVEI, AAPL, RY, TD, BMO 13F-HR 07 Feb 2022, 20:31
Q3 2021 145 $403,873,000 +$12,168,883 -$20,746,812 -$8,577,929 AAPL, RY, BMO, TD, BNS 13F-HR 26 Oct 2021, 12:02
Q2 2021 152 $436,376,000 +$10,943,556 -$7,374,862 +$3,568,694 AAPL, RY, TD, BMO, BNS 13F-HR 21 Jul 2021, 20:14
Q1 2021 143 $402,957,000 +$19,262,251 -$22,224,536 -$2,962,285 AAPL, RY, TD, BMO, BNS 13F-HR 20 Apr 2021, 15:23
Q4 2020 146 $378,114,000 +$28,414,542 -$15,492,796 +$12,921,746 AAPL, RY, TD, BMO, BNS 13F-HR 22 Jan 2021, 17:22
Q3 2020 132 $323,047,000 +$22,737,424 -$15,696,729 +$7,040,695 AAPL, RY, TD, BMO, BCE 13F-HR 19 Oct 2020, 10:35
Q2 2020 130 $314,661,000 +$21,783,944 -$12,593,020 +$9,190,924 AAPL, BNS, RY, TD, BMO 13F-HR 17 Jul 2020, 17:40
Q1 2020 114 $270,147,000 +$22,063,320 -$20,517,946 +$1,545,374 BNS, RY, TD, AAPL, BCE 13F-HR 16 Apr 2020, 11:40
Q4 2019 122 $359,215,000 +$13,356,075 -$11,940,264 +$1,415,811 BNS, RY, TD, AAPL, BMO 13F-HR 21 Jan 2020, 12:12
Q3 2019 128 $338,792,000 +$9,972,414 -$9,632,033 +$340,381 BNS, RY, TD, BMO, BCE 13F-HR 18 Oct 2019, 16:35
Q2 2019 127 $337,733,000 +$23,791,600 -$22,647,711 +$1,143,889 BNS, TD, RY, BMO, BCE 13F-HR 19 Jul 2019, 17:19
Q1 2019 131 $327,933,000 +$25,261,605 -$16,098,361 +$9,163,244 BNS, RY, TD, BMO, BCE 13F-HR 16 Apr 2019, 20:05
Q4 2018 117 $287,246,000 +$17,301,273 -$8,705,047 +$8,596,226 BNS, RY, TD, BMO, JNJ 13F-HR 16 Jan 2019, 20:00
Q3 2018 121 $321,943,000 +$21,821,239 -$16,419,123 +$5,402,116 BNS, TD, RY, BMO, SU 13F-HR 16 Oct 2018, 11:46
Q2 2018 106 $304,204,000 +$8,084,877 -$6,464,244 +$1,620,633 BNS, RY, TD, SU, BMO 13F-HR 17 Jul 2018, 14:58
Q1 2018 102 $296,980,000 +$10,477,987 -$11,659,316 -$1,181,329 BNS, RY, TD, BMO, SU 13F-HR 20 Apr 2018, 17:21
Q4 2017 106 $316,521,000 +$3,839,610 -$7,602,475 -$3,762,865 BNS, RY, TD, BMO, SU 13F-HR 18 Jan 2018, 17:30
Q3 2017 108 $311,283,000 +$12,718,656 -$5,570,986 +$7,147,670 BNS, RY, TD, BMO, SU 13F-HR 19 Oct 2017, 11:29
Q2 2017 106 $289,961,000 +$6,718,002 -$4,337,135 +$2,380,867 BNS, RY, TD, BMO, SU 13F-HR 20 Jul 2017, 12:14
Q1 2017 105 $287,271,000 +$16,335,506 -$10,534,435 +$5,801,071 BNS, RY, TD, BMO, SU 13F-HR 24 Apr 2017, 21:38
Q4 2016 103 $274,401,000 +$11,986,928 -$12,040,682 -$53,754 BNS, RY, TD, SU, BMO 13F-HR 19 Jan 2017, 15:37
Q3 2016 106 $268,692,000 +$6,662,725 -$11,594,066 -$4,931,341 BNS, RY, TD, SU, BMO 13F-HR 17 Oct 2016, 17:30
Q2 2016 112 $269,348,000 +$14,486,514 -$18,515,106 -$4,028,592 BNS, RY, TD, SU, BMO 13F-HR 21 Jul 2016, 20:42
Q1 2016 111 $264,252,000 +$11,150,910 -$10,780,447 +$370,463 BNS, RY, TD, SU, BMO 13F-HR 15 Apr 2016, 17:46
Q4 2015 108 $240,746,000 +$7,995,586 -$2,180,673 +$5,814,913 BNS, RY, TD, SU, BMO 13F-HR 28 Jan 2016, 10:56
Q3 2015 110 $128,976,000 $0 $0 $0 BNS, RY, TD, SU, BMO 13F-HR 28 Oct 2015, 19:48
Q2 2015 120 $154,368,000 $0 $0 $0 BNS, CNI, RY, TD, SU 13F-HR 07 Aug 2015, 18:06