Keudell/Morrison Wealth Management’s BCE BCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,746
Closed -$203K 220
2024
Q4
$203K Sell
8,746
-19,155
-69% -$444K 0.05% 212
2024
Q3
$971K Sell
27,901
-1,086
-4% -$37.8K 0.26% 66
2024
Q2
$938K Sell
28,987
-529
-2% -$17.1K 0.27% 64
2024
Q1
$1M Buy
29,516
+3,851
+15% +$131K 0.3% 62
2023
Q4
$1.01M Sell
25,665
-7,461
-23% -$294K 0.33% 58
2023
Q3
$1.26M Buy
33,126
+420
+1% +$16K 0.39% 53
2023
Q2
$1.49M Sell
32,706
-217
-0.7% -$9.89K 0.43% 42
2023
Q1
$1.47M Sell
32,923
-811
-2% -$36.3K 0.43% 39
2022
Q4
$1.48M Buy
33,734
+1,707
+5% +$75K 0.48% 41
2022
Q3
$1.34M Buy
32,027
+1,378
+4% +$57.8K 0.5% 39
2022
Q2
$1.51M Buy
30,649
+708
+2% +$34.8K 0.55% 36
2022
Q1
$1.66M Sell
29,941
-258
-0.9% -$14.3K 0.69% 32
2021
Q4
$1.57M Sell
30,199
-1,648
-5% -$85.8K 0.62% 34
2021
Q3
$1.59M Buy
31,847
+27
+0.1% +$1.35K 0.68% 32
2021
Q2
$1.57M Buy
31,820
+585
+2% +$28.8K 0.86% 31
2021
Q1
$1.41M Sell
31,235
-435
-1% -$19.6K 0.82% 34
2020
Q4
$1.36M Buy
31,670
+525
+2% +$22.5K 0.86% 31
2020
Q3
$1.29M Buy
31,145
+2,349
+8% +$97.4K 0.83% 29
2020
Q2
$1.2M Buy
28,796
+4,274
+17% +$179K 1% 29
2020
Q1
$1M Buy
24,522
+877
+4% +$35.8K 0.98% 30
2019
Q4
$1.1M Sell
23,645
-772
-3% -$35.8K 0.76% 40
2019
Q3
$1.18M Buy
24,417
+211
+0.9% +$10.2K 0.98% 33
2019
Q2
$1.12M Sell
24,206
-1,454
-6% -$67.3K 0.98% 36
2019
Q1
$1.14M Buy
+25,660
New +$1.14M 1% 33