McGlone Suttner 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 Q1	–	Sell	-788	Closed	-$76.4K	–	192
2024 Q4	$76.4K	Buy	+788	New	+$76.4K	0.01%	176
2024 Q1	–	Sell	-775	Closed	-$76.6K	–	241
2023 Q4	$76.6K	Buy	+775	New	+$76.6K	0.02%	237