J. Safra Sarasin Holding’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	$620K	Buy	5,605 +65	+1%	+$7.19K	0.01%	340
2025 Q1	$529K	Buy	+5,540	New	+$529K	0.01%	412