Passumpsic Savings Bank’s Bank of Montreal BMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$500K	Buy	5,155 +13	+0.3%	+$1.26K	0.31%	64
2024 Q3	$464K	Buy	5,142 +105	+2%	+$9.47K	0.3%	67
2024 Q2	$422K	Buy	5,037 +253	+5%	+$21.2K	0.3%	65
2024 Q1	$467K	Buy	+4,784	New	+$467K	0.3%	69