Evelyn Partners Investment Management’s Bank of Montreal BMO Stock Holding History

Evelyn Partners Investment Management’s Portfolio BMO Stock Details BMO 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	$269K	Hold
2025 Q2	$229K	Sell
2025 Q1	$258K	Hold
2024 Q4	$262K	Buy