Verdence Capital 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	$1.08M	Buy	9,724 +40	+0.4%	+$4.43K	0.07%	251
2025 Q1	$925K	Buy	9,684 +44	+0.5%	+$4.2K	0.07%	259
2024 Q4	$936K	Buy	+9,640	New	+$936K	0.08%	257