&Partners’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	$1.75M	Buy	15,779 +2,494	+19%	+$276K	0.01%	731
2025 Q1	$1.27M	Buy	13,285 +5,144	+63%	+$493K	0.01%	726
2024 Q4	$782K	Buy	+8,141	New	+$782K	0.01%	875