WoodTrust Financial’s Bank of Montreal BMO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$827K	Buy	4,660 +1,672	+56%	+$297K	0.11%	91
2025 Q1	$285K	Hold	2,988	–	–	0.04%	141
2024 Q4	$290K	Buy	2,988 +274	+10%	+$26.6K	0.04%	146
2024 Q3	$245K	Sell	2,714 -24,999	-90%	-$2.26M	0.03%	167
2024 Q2	$2.32M	Hold	27,713	–	–	0.36%	51
2024 Q1	$2.71K	Buy	27,713 +568	+2%	+$55	0.43%	44
2023 Q4	$2.69M	Hold	27,145	–	–	0.46%	40
2023 Q3	$2.29M	Sell	27,145 -1,010	-4%	-$85.2K	0.44%	43
2023 Q2	$2.54M	Buy	28,155 +1,010	+4%	+$91.2K	0.47%	41
2023 Q1	$2.42M	Hold	27,145	–	–	0.47%	42
2022 Q4	$2.46M	Buy	27,145 +142	+0.5%	+$12.9K	0.51%	42
2022 Q3	$2.37M	Hold	27,003	–	–	0.53%	44
2022 Q2	$2.6M	Hold	27,003	–	–	0.58%	40
2022 Q1	$3.19M	Hold	27,003	–	–	0.65%	42
2021 Q4	$2.91M	Buy	27,003 +1,124	+4%	+$121K	0.6%	42
2021 Q3	$2.58M	Hold	25,879	–	–	0.61%	44
2021 Q2	$2.65M	Sell	25,879 -150	-0.6%	-$15.4K	0.7%	42
2021 Q1	$2.32M	Buy	26,029 +667	+3%	+$59.5K	0.68%	41
2020 Q4	$1.93M	Hold	25,362	–	–	0.6%	40
2020 Q3	$1.48M	Hold	25,362	–	–	0.54%	41
2020 Q2	$1.35M	Buy	25,362 +141	+0.6%	+$7.48K	0.54%	41
2020 Q1	$1.27M	Sell	25,221 -52	-0.2%	-$2.61K	0.6%	41
2019 Q4	$1.96M	Hold	25,273	–	–	0.77%	41
2019 Q3	$1.86M	Hold	25,273	–	–	0.8%	40
2019 Q2	$1.91M	Hold	25,273	–	–	0.86%	37
2019 Q1	$1.89M	Hold	25,273	–	–	0.9%	39
2018 Q4	$1.65M	Sell	25,273 -2,317	-8%	-$151K	0.93%	37
2018 Q3	$2.28M	Hold	27,590	–	–	1.1%	35
2018 Q2	$2.13M	Hold	27,590	–	–	1.12%	35
2018 Q1	$2.09M	Sell	27,590 -129	-0.5%	-$9.75K	1.12%	37
2017 Q4	$2.22M	Buy	+27,719	New	+$2.22M	1.18%	37