HB Wealth 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	$460K	Sell	4,158 -371	-8%	-$41K	﹤0.01%	756
2025 Q1	$433K	Buy	4,529 +1,593	+54%	+$152K	﹤0.01%	798
2024 Q4	$285K	Buy	+2,936	New	+$285K	﹤0.01%	821