KMWM
Keudell/Morrison Wealth Management’s Portland General Electric POR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
14,003
-633
| -4% | -$25.7K | 0.13% | 111 |
|
|
2025
Q1 | $653K | Buy |
14,636
+1,328
| +10% | +$59.2K | 0.15% | 91 |
|
|
2024
Q4 | $580K | Buy |
13,308
+1,408
| +12% | +$61.4K | 0.15% | 95 |
|
|
2024
Q3 | $570K | Sell |
11,900
-669
| -5% | -$32K | 0.15% | 102 |
|
|
2024
Q2 | $544K | Buy |
12,569
+46
| +0.4% | +$1.99K | 0.16% | 103 |
|
|
2024
Q1 | $526K | Sell |
12,523
-433
| -3% | -$18.2K | 0.16% | 110 |
|
|
2023
Q4 | $562K | Sell |
12,956
-551
| -4% | -$23.9K | 0.19% | 99 |
|
|
2023
Q3 | $547K | Sell |
13,507
-350
| -3% | -$14.2K | 0.17% | 92 |
|
|
2023
Q2 | $649K | Sell |
13,857
-520
| -4% | -$24.4K | 0.19% | 85 |
|
|
2023
Q1 | $703K | Sell |
14,377
-196
| -1% | -$9.58K | 0.21% | 82 |
|
|
2022
Q4 | $714K | Sell |
14,573
-3,920
| -21% | -$192K | 0.23% | 78 |
|
|
2022
Q3 | $804K | Sell |
18,493
-307
| -2% | -$13.3K | 0.3% | 66 |
|
|
2022
Q2 | $909K | Buy |
18,800
+2,767
| +17% | +$134K | 0.33% | 63 |
|
|
2022
Q1 | $884K | Buy |
16,033
+322
| +2% | +$17.8K | 0.37% | 65 |
|
|
2021
Q4 | $831K | Sell |
15,711
-562
| -3% | -$29.7K | 0.33% | 67 |
|
|
2021
Q3 | $765K | Buy |
16,273
+1,533
| +10% | +$72.1K | 0.33% | 71 |
|
|
2021
Q2 | $679K | Sell |
14,740
-227
| -2% | -$10.5K | 0.37% | 77 |
|
|
2021
Q1 | $710K | Buy |
14,967
+77
| +0.5% | +$3.65K | 0.41% | 76 |
|
|
2020
Q4 | $637K | Buy |
14,890
+1,050
| +8% | +$44.9K | 0.4% | 76 |
|
|
2020
Q3 | $491K | Buy |
13,840
+8,650
| +167% | +$307K | 0.32% | 83 |
|
|
2020
Q2 | $217K | Buy |
5,190
+175
| +3% | +$7.32K | 0.18% | 128 |
|
|
2020
Q1 | $240K | Hold |
5,015
| – | – | 0.23% | 117 |
|
|
2019
Q4 | $280K | Sell |
5,015
-620
| -11% | -$34.6K | 0.19% | 119 |
|
|
2019
Q3 | $318K | Hold |
5,635
| – | – | 0.26% | 104 |
|
|
2019
Q2 | $310K | Hold |
5,635
| – | – | 0.27% | 105 |
|
|
2019
Q1 | $292K | Buy |
+5,635
| New | +$292K | 0.26% | 103 |
|