Vantage Financial Partners (Wisconsin)’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	$368K	Buy	3,330 +5	+0.2%	+$553	0.09%	130
2025 Q1	$318K	Buy	3,325 +4	+0.1%	+$382	0.08%	137
2024 Q4	$322K	Buy	3,321 +5	+0.2%	+$485	0.08%	127
2024 Q3	$299K	Buy	+3,316	New	+$299K	0.07%	139