Keudell/Morrison 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	$375K	Hold	3,391	–	–	0.08%	148
2025 Q1	$324K	Sell	3,391 -70	-2%	-$6.69K	0.08%	153
2024 Q4	$336K	Buy	+3,461	New	+$336K	0.09%	148