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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,746
Closed -$203K 220
2024
Q4
$203K Sell
8,746
-19,155
-69% -$550K 0.05% 212
2024
Q3
$971K Sell
27,901
-1,086
-4% -$37.1K 0.26% 66
2024
Q2
$938K Sell
28,987
-529
-2% -$17.6K 0.27% 64
2024
Q1
$1M Buy
29,516
+3,851
+15% +$147K 0.3% 62
2023
Q4
$1.01M Sell
25,665
-7,461
-23% -$289K 0.33% 58
2023
Q3
$1.26M Buy
33,126
+420
+1% +$17.6K 0.39% 53
2023
Q2
$1.49M Sell
32,706
-217
-0.7% -$10.1K 0.43% 42
2023
Q1
$1.47M Sell
32,923
-811
-2% -$36.6K 0.43% 39
2022
Q4
$1.48M Buy
33,734
+1,707
+5% +$76.9K 0.48% 41
2022
Q3
$1.34M Buy
32,027
+1,378
+4% +$67K 0.5% 39
2022
Q2
$1.51M Buy
30,649
+708
+2% +$38K 0.55% 36
2022
Q1
$1.66M Sell
29,941
-258
-0.9% -$13.7K 0.69% 32
2021
Q4
$1.57M Sell
30,199
-1,648
-5% -$84.2K 0.62% 34
2021
Q3
$1.59M Buy
31,847
+27
+0.1% +$1.37K 0.68% 32
2021
Q2
$1.57M Buy
31,820
+585
+2% +$28.3K 0.86% 31
2021
Q1
$1.41M Sell
31,235
-435
-1% -$19.2K 0.82% 35
2020
Q4
$1.35M Buy
31,670
+525
+2% +$22.5K 0.86% 31
2020
Q3
$1.29M Buy
31,145
+2,349
+8% +$99.3K 0.83% 29
2020
Q2
$1.2M Buy
28,796
+4,274
+17% +$176K 1% 29
2020
Q1
$1M Buy
24,522
+877
+4% +$39.3K 0.98% 30
2019
Q4
$1.1M Sell
23,645
-772
-3% -$37K 0.76% 40
2019
Q3
$1.18M Buy
24,417
+211
+0.9% +$9.87K 0.98% 33
2019
Q2
$1.12M Sell
24,206
-1,454
-6% -$65.6K 0.98% 36
2019
Q1
$1.14M Buy
+25,660
New +$1.11M 1% 33

Other funds holding BCE

Keudell/Morrison Wealth Management's BCE Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of BCE (BCE) in Q1 2025, closing a stake of 8,746 shares — an estimated $203K sold.

Keudell/Morrison Wealth Management first reported a position in BCE in Q1 2019 and held it in 24 quarters. The position peaked at $1.66M in Q1 2022. 401 funds tracked by Wall St. Rank hold BCE as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining BCE position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 8,746 BCE shares in Q1 2025, an estimated $203K.
  • Keudell/Morrison Wealth Management first reported a position in BCE in Q1 2019 and held it in 24 quarters.
  • Keudell/Morrison Wealth Management's BCE position peaked at $1.66M in Q1 2022.
  • 401 funds tracked by Wall St. Rank held BCE as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.