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 |
|