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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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