Thurston Springer Miller Herd & Titak’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	$92.3K	Hold	834	–	–	0.01%	524
2025 Q1	$79.7K	Sell	834 -30	-3%	-$2.87K	0.01%	511
2024 Q4	$83.9K	Sell	864 -107	-11%	-$10.4K	0.02%	421
2024 Q3	$87.6K	Hold	971	–	–	0.02%	427
2024 Q2	$81.4K	Buy	+971	New	+$81.4K	0.03%	449