Perfromance Wealth Partners’s Bank of Montreal BMO Stock Holding History

Perfromance Wealth Partners’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Hold
2025 Q2	$277K	Hold
2025 Q1	$239K	Hold
2024 Q4	$243K	Hold
2024 Q3	$226K	Buy
2022 Q1	–	Sell
2021 Q4	$1.63M	Buy