KMWM
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Keudell/Morrison Wealth Management’s Trade Desk TTD Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,034
Closed -$239K – 235
2024
Q4 		$239K Sell
2,034
-17
-0.8% -$2K 0.06% 182
2024
Q3 		$225K Hold
2,051
– – 0.06% 194
2024
Q2 		$200K Buy
+2,051
New +$200K 0.06% 200