Blue Bell Private Wealth Management’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$130K	Hold	960	–	–	0.02%	313
2025 Q4	$125K	Hold	960	–	–	0.02%	306
2025 Q3	$125K	Hold	960	–	–	0.02%	302
2025 Q2	$106K	Hold	960	–	–	0.02%	303
2025 Q1	$91.7K	Hold	960	–	–	0.02%	300
2024 Q4	$93.2K	Hold	960	–	–	0.02%	284
2024 Q3	$86.6K	Hold	960	–	–	0.02%	294
2024 Q2	$80.5K	Hold	960	–	–	0.02%	300
2024 Q1	$93.8K	Hold	960	–	–	0.02%	266
2023 Q4	$95K	Hold	960	–	–	0.02%	244
2023 Q3	$81K	Hold	960	–	–	0.02%	215
2023 Q2	$86.7K	Hold	960	–	–	0.02%	208
2023 Q1	$85.5K	Hold	960	–	–	0.03%	191
2022 Q4	$87K	Hold	960	–	–	0.03%	174
2022 Q3	$84K	Hold	960	–	–	0.03%	173
2022 Q2	$92K	Hold	960	–	–	0.03%	165
2022 Q1	$113K	Hold	960	–	–	0.03%	150
2021 Q4	$103K	Buy	+960	New	+$103K	0.03%	160
2016 Q4	–	Sell	-960	Closed	-$63K	–	280
2016 Q3	$63K	Hold	960	–	–	0.04%	183
2016 Q2	$61K	Hold	960	–	–	0.04%	187
2016 Q1	$58K	Hold	960	–	–	0.04%	207
2015 Q4	$54K	Hold	960	–	–	0.04%	204
2015 Q3	$52K	Hold	960	–	–	0.04%	209
2015 Q2	$57K	Hold	960	–	–	0.03%	202
2015 Q1	$57K	Hold	960	–	–	0.03%	204
2014 Q4	$67K	Hold	960	–	–	0.04%	194
2014 Q3	$71K	Hold	960	–	–	0.04%	201
2014 Q2	$71K	Hold	960	–	–	0.04%	192
2014 Q1	$64K	Hold	960	–	–	0.04%	169
2013 Q4	$64K	Buy	+960	New	+$65.3K	0.05%	171