KMWM
Keudell/Morrison Wealth Management’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
20,247
-194
| -0.9% | -$8.79K | 0.2% | 74 |
|
|
2025
Q1 | $906K | Buy |
20,441
+31
| +0.2% | +$1.37K | 0.21% | 70 |
|
|
2024
Q4 | $866K | Buy |
20,410
+168
| +0.8% | +$7.13K | 0.23% | 73 |
|
|
2024
Q3 | $822K | Buy |
20,242
+277
| +1% | +$11.2K | 0.22% | 77 |
|
|
2024
Q2 | $711K | Buy |
19,965
+1,949
| +11% | +$69.4K | 0.21% | 87 |
|
|
2024
Q1 | $652K | Buy |
18,016
+337
| +2% | +$12.2K | 0.2% | 92 |
|
|
2023
Q4 | $637K | Sell |
17,679
-771
| -4% | -$27.8K | 0.21% | 90 |
|
|
2023
Q3 | $612K | Sell |
18,450
-463
| -2% | -$15.4K | 0.19% | 86 |
|
|
2023
Q2 | $703K | Buy |
18,913
+321
| +2% | +$11.9K | 0.2% | 80 |
|
|
2023
Q1 | $709K | Sell |
18,592
-1,111
| -6% | -$42.4K | 0.21% | 79 |
|
|
2022
Q4 | $770K | Buy |
19,703
+430
| +2% | +$16.8K | 0.25% | 75 |
|
|
2022
Q3 | $715K | Buy |
19,273
+1,751
| +10% | +$65K | 0.27% | 73 |
|
|
2022
Q2 | $740K | Buy |
17,522
+830
| +5% | +$35.1K | 0.27% | 76 |
|
|
2022
Q1 | $769K | Buy |
16,692
+1,461
| +10% | +$67.3K | 0.32% | 76 |
|
|
2021
Q4 | $595K | Sell |
15,231
-130
| -0.8% | -$5.08K | 0.23% | 88 |
|
|
2021
Q3 | $611K | Buy |
15,361
+137
| +0.9% | +$5.45K | 0.26% | 88 |
|
|
2021
Q2 | $610K | Buy |
15,224
+189
| +1% | +$7.57K | 0.33% | 85 |
|
|
2021
Q1 | $547K | Buy |
15,035
+3,096
| +26% | +$113K | 0.32% | 90 |
|
|
2020
Q4 | $382K | Buy |
11,939
+126
| +1% | +$4.03K | 0.24% | 109 |
|
|
2020
Q3 | $345K | Buy |
11,813
+262
| +2% | +$7.65K | 0.22% | 105 |
|
|
2020
Q2 | $351K | Buy |
11,551
+1,153
| +11% | +$35K | 0.29% | 97 |
|
|
2020
Q1 | $302K | Buy |
10,398
+1,143
| +12% | +$33.2K | 0.3% | 102 |
|
|
2019
Q4 | $368K | Buy |
9,255
+438
| +5% | +$17.4K | 0.25% | 103 |
|
|
2019
Q3 | $309K | Sell |
8,817
-106
| -1% | -$3.72K | 0.26% | 110 |
|
|
2019
Q2 | $299K | Buy |
+8,923
| New | +$299K | 0.26% | 108 |
|