Guardian 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	$38.9M	Sell	343,237 -6,676	-2%	-$757K	3.5%	5
2025 Q1	$31.8M	Sell	349,913 -27,758	-7%	-$2.52M	3.28%	4
2024 Q4	$37.1M	Buy	+377,671	New	+$37.1M	3.78%	3