Union Bancaire Privee’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	$2.83M	Sell	25,942 -2,002	-7%	-$219K	0.04%	163
2025 Q1	$2.71M	Sell	27,944 -5,214	-16%	-$506K	0.05%	152
2024 Q4	$3.22M	Buy	+33,158	New	+$3.22M	0.06%	143