Corient IA’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	$277K	Hold	2,500	–	–	0.16%	235
2025 Q1	$239K	Buy	+2,500	New	+$239K	0.17%	248