Vertex Planning Partners’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	$3.54M	Hold	31,959	–	–	0.74%	31
2025 Q1	$3.05M	Sell	31,959 -6,031	-16%	-$576K	0.67%	30
2024 Q4	$3.69M	Sell	37,990 -6,938	-15%	-$673K	0.81%	29
2024 Q3	$4.05M	Buy	+44,928	New	+$4.05M	0.97%	23