Bank of Montreal
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Bank of Montreal’s Clear Secure YOU Stock Holding History

Bank of Montreal’s Portfolio YOU Stock Details YOU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$388K Sell
2025
Q1 		$383K Buy
2024
Q4 		$289K Buy
2024
Q3 		$299K Buy
2022
Q4 		– Sell
2022
Q3 		$1.29K Sell
2022
Q2 		$2.86K Buy
2022
Q1 		$1.34M Buy