Cary Street Partners’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$421K	Buy	3,809 +17	+0.4%	+$1.88K	0.01%	597
2025 Q1	$362K	Sell	3,792 -127	-3%	-$12.1K	0.01%	605
2024 Q4	$380K	Buy	+3,919	New	+$380K	0.01%	560