Iconiq Capital’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	$392K	Sell	3,539 -1,217	-26%	-$135K	0.01%	232
2025 Q1	$454K	Buy	4,756 +350	+8%	+$33.4K	0.01%	187
2024 Q4	$428K	Buy	+4,406	New	+$428K	0.01%	172