Sand Hill Global Advisors’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	$505K	Hold	4,569	–	–	0.02%	146
2025 Q1	$436K	Sell	4,569 -133	-3%	-$12.7K	0.02%	151
2024 Q4	$456K	Hold	4,702	–	–	0.02%	145
2024 Q3	$424K	Hold	4,702	–	–	0.02%	144
2024 Q2	$394K	Buy	+4,702	New	+$394K	0.02%	147