GeoWealth Management’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	$119K	Sell	1,078 -720	-40%	-$79.7K	﹤0.01%	775
2025 Q1	$172K	Buy	1,798 +643	+56%	+$61.4K	0.01%	692
2024 Q4	$112K	Buy	1,155 +1,101	+2,039%	+$107K	﹤0.01%	935
2024 Q3	$4.87K	Buy	+54	New	+$4.87K	﹤0.01%	1456