$158 Million is the total value of Keudell/Morrison Wealth Management's 156 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 12.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $9,458,000 | +12.6% | 71,282 | -1.7% | 6.00% | +11.2% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $5,755,000 | +62.1% | 110,981 | +26.0% | 3.65% | +60.1% |
| XME | Sell | SPDR SER TRs&p metals mng | $4,768,000 | +29.6% | 142,592 | -9.9% | 3.03% | +28.0% |
| MSFT | Buy | MICROSOFT CORP | $4,737,000 | +9.1% | 21,297 | +3.2% | 3.01% | +7.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,390,000 | +5.2% | 51,687 | -2.2% | 2.79% | +3.9% |
| USB | Sell | US BANCORP DEL | $3,695,000 | +14.0% | 79,311 | -12.3% | 2.35% | +12.6% |
| AMZN | Buy | AMAZON COM INC | $3,449,000 | +10.8% | 1,059 | +7.1% | 2.19% | +9.4% |
| T | Buy | AT&T INC | $3,408,000 | +4.2% | 118,499 | +3.3% | 2.16% | +2.9% |
| NKE | Sell | NIKE INCcl b | $3,397,000 | +10.7% | 24,010 | -1.8% | 2.16% | +9.3% |
| ABBV | Sell | ABBVIE INC | $2,894,000 | +20.6% | 27,005 | -1.5% | 1.84% | +19.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,826,000 | +22.4% | 1,613 | +2.7% | 1.79% | +21.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,756,000 | -3.2% | 46,910 | -2.0% | 1.75% | -4.4% |
| V | Buy | VISA INC | $2,622,000 | +15.3% | 11,987 | +5.4% | 1.66% | +13.9% |
| QCOM | Sell | QUALCOMM INC | $2,493,000 | +26.5% | 16,363 | -2.3% | 1.58% | +25.0% |
| HD | Buy | HOME DEPOT INC | $2,419,000 | +1.5% | 9,106 | +6.1% | 1.54% | +0.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,091,000 | +13.6% | 25,255 | +2.9% | 1.33% | +12.2% |
| MUA | Buy | BLACKROCK MUNIASSETS FD INC | $2,044,000 | +6.7% | 139,240 | +0.0% | 1.30% | +5.4% |
| FB | Sell | FACEBOOK INCcl a | $1,991,000 | +4.1% | 7,289 | -0.1% | 1.26% | +2.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $1,957,000 | +11.4% | 15,050 | 0.0% | 1.24% | +10.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,765,000 | -3.8% | 5,033 | -14.5% | 1.12% | -5.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,713,000 | +13.9% | 32,682 | +0.6% | 1.09% | +12.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,673,000 | +39.9% | 13,166 | +5.9% | 1.06% | +38.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,667,000 | +11.7% | 3,333 | +9.5% | 1.06% | +10.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,616,000 | +2.8% | 39,196 | -14.4% | 1.03% | +1.6% |
| CVX | Sell | CHEVRON CORP NEW | $1,538,000 | +11.4% | 18,215 | -5.0% | 0.98% | +10.0% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,528,000 | – | 4,870 | +100.0% | 0.97% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,481,000 | +14.8% | 845 | -4.0% | 0.94% | +13.4% |
| MO | Sell | ALTRIA GROUP INC | $1,466,000 | -6.7% | 35,762 | -12.1% | 0.93% | -7.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,432,000 | +2.3% | 9,096 | -3.3% | 0.91% | +1.0% |
| SBUX | Sell | STARBUCKS CORP | $1,366,000 | +16.8% | 12,768 | -6.3% | 0.87% | +15.3% |
| BCE | Buy | BCE INC | $1,355,000 | +4.9% | 31,670 | +1.7% | 0.86% | +3.6% |
| LTC | Buy | LTC PPTYS INC | $1,340,000 | +14.6% | 34,428 | +2.7% | 0.85% | +13.3% |
| ANTM | ANTHEM INC | $1,329,000 | +19.6% | 4,138 | 0.0% | 0.84% | +18.2% | |
| CRM | Buy | SALESFORCE COM INC | $1,293,000 | +0.6% | 5,812 | +13.7% | 0.82% | -0.6% |
| MRK | Buy | MERCK & CO. INC | $1,282,000 | +7.4% | 15,675 | +8.9% | 0.81% | +6.1% |
| CSCO | Buy | CISCO SYS INC | $1,275,000 | +17.3% | 28,501 | +3.3% | 0.81% | +15.7% |
| INTC | Sell | INTEL CORP | $1,246,000 | -6.5% | 25,018 | -2.8% | 0.79% | -7.7% |
| MMU | Sell | WESTERN ASSET MANAGED MUNS F | $1,238,000 | +3.0% | 96,428 | -2.2% | 0.79% | +1.7% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $1,234,000 | +18.2% | 36,809 | +0.6% | 0.78% | +16.7% |
| SYK | STRYKER CORPORATION | $1,229,000 | +17.6% | 5,014 | 0.0% | 0.78% | +16.1% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,194,000 | +0.9% | 8,580 | +0.8% | 0.76% | -0.3% |
| PFE | Buy | PFIZER INC | $1,179,000 | +8.7% | 32,028 | +8.4% | 0.75% | +7.3% |
| SO | Sell | SOUTHERN CO | $1,145,000 | +12.6% | 18,643 | -0.6% | 0.73% | +11.2% |
| CM | Buy | CANADIAN IMP BK COMM | $1,106,000 | +15.6% | 12,939 | +1.0% | 0.70% | +14.1% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $1,089,000 | +31.2% | 49,980 | +6.1% | 0.69% | +29.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,057,000 | +15.4% | 4,048 | -0.2% | 0.67% | +13.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,044,000 | +12.5% | 4,502 | +3.3% | 0.66% | +11.2% |
| CAT | Sell | CATERPILLAR INC | $1,026,000 | +21.7% | 5,637 | -0.3% | 0.65% | +20.1% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $982,000 | – | 13,737 | +100.0% | 0.62% | – |
| TXN | Buy | TEXAS INSTRS INC | $976,000 | +15.2% | 5,944 | +0.2% | 0.62% | +14.0% |
| IWO | ISHARES TRrus 2000 grw etf | $975,000 | +29.5% | 3,400 | 0.0% | 0.62% | +27.9% | |
| PPL | Sell | PPL CORP | $969,000 | +3.0% | 34,351 | -0.7% | 0.62% | +1.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $959,000 | +40.2% | 15,453 | +19.3% | 0.61% | +38.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $941,000 | +11.5% | 4,976 | +0.1% | 0.60% | +10.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $938,000 | +3.5% | 2,490 | -2.5% | 0.60% | +2.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $912,000 | -10.2% | 14,700 | -12.8% | 0.58% | -11.3% |
| KO | Sell | COCA COLA CO | $891,000 | +5.6% | 16,256 | -5.0% | 0.57% | +4.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $883,000 | +1.8% | 7,011 | -1.6% | 0.56% | +0.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $878,000 | +2.7% | 6,354 | +0.1% | 0.56% | +1.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $848,000 | +125.5% | 9,265 | +99.5% | 0.54% | +122.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $843,000 | +19.7% | 3,601 | +0.8% | 0.54% | +18.4% |
| ZTS | Sell | ZOETIS INCcl a | $838,000 | -0.5% | 5,063 | -0.6% | 0.53% | -1.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $833,000 | -1.9% | 9,101 | -5.1% | 0.53% | -3.1% |
| SPSB | Buy | SPDR SER TRportfolio short | $814,000 | +4.2% | 25,909 | +4.0% | 0.52% | +3.0% |
| DIS | Sell | DISNEY WALT CO | $793,000 | +45.2% | 4,375 | -0.5% | 0.50% | +43.3% |
| BA | Sell | BOEING CO | $790,000 | +10.6% | 3,690 | -14.6% | 0.50% | +9.4% |
| ADSK | Sell | AUTODESK INC | $788,000 | +31.1% | 2,581 | -0.7% | 0.50% | +29.5% |
| ABT | Buy | ABBOTT LABS | $760,000 | +1.2% | 6,942 | +0.6% | 0.48% | -0.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $760,000 | -25.5% | 4,514 | -26.2% | 0.48% | -26.5% |
| LLY | LILLY ELI & CO | $708,000 | +14.2% | 4,191 | 0.0% | 0.45% | +12.8% | |
| ORCL | Buy | ORACLE CORP | $696,000 | +12.8% | 10,753 | +4.1% | 0.44% | +11.3% |
| PEP | Buy | PEPSICO INC | $694,000 | +9.3% | 4,677 | +2.1% | 0.44% | +8.1% |
| UL | Buy | UNILEVER PLCspon adr new | $664,000 | +15.3% | 10,997 | +17.8% | 0.42% | +14.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $651,000 | +5.0% | 1,824 | -0.4% | 0.41% | +3.8% |
| DVY | Buy | ISHARES TRselect divid etf | $640,000 | +89.3% | 6,650 | +60.2% | 0.41% | +87.1% |
| POR | Buy | PORTLAND GEN ELEC CO | $637,000 | +29.7% | 14,890 | +7.6% | 0.40% | +27.8% |
| SWKS | SKYWORKS SOLUTIONS INC | $617,000 | +4.9% | 4,038 | 0.0% | 0.39% | +3.7% | |
| WMT | Buy | WALMART INC | $595,000 | +6.1% | 4,130 | +3.0% | 0.38% | +4.7% |
| EFA | ISHARES TRmsci eafe etf | $596,000 | +14.6% | 8,165 | 0.0% | 0.38% | +13.2% | |
| BAC | Sell | BK OF AMERICA CORP | $588,000 | +22.8% | 19,391 | -2.4% | 0.37% | +21.1% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $583,000 | +1.7% | 35,374 | -17.1% | 0.37% | +0.5% |
| NOW | Sell | SERVICENOW INC | $573,000 | +12.1% | 1,041 | -1.1% | 0.36% | +11.0% |
| AMGN | Buy | AMGEN INC | $559,000 | -8.1% | 2,432 | +1.7% | 0.36% | -9.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $539,000 | +35.1% | 4,942 | +0.5% | 0.34% | +33.6% |
| WFC | Buy | WELLS FARGO CO NEW | $534,000 | +32.5% | 17,682 | +3.2% | 0.34% | +30.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $529,000 | +28.7% | 11,805 | +14.3% | 0.34% | +27.3% |
| GILD | Buy | GILEAD SCIENCES INC | $527,000 | +8.9% | 9,042 | +18.0% | 0.34% | +7.7% |
| LRCX | LAM RESEARCH CORP | $513,000 | +42.1% | 1,087 | 0.0% | 0.33% | +40.5% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $514,000 | -14.0% | 1,064 | -0.5% | 0.33% | -15.1% |
| DG | Sell | DOLLAR GEN CORP NEW | $498,000 | -0.4% | 2,370 | -0.7% | 0.32% | -1.6% |
| D | Sell | DOMINION ENERGY INC | $487,000 | -15.5% | 6,479 | -11.2% | 0.31% | -16.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $476,000 | +8.9% | 18,534 | -15.3% | 0.30% | +7.5% |
| GIS | Buy | GENERAL MLS INC | $475,000 | +49.8% | 8,086 | +57.2% | 0.30% | +48.0% |
| UNP | Buy | UNION PAC CORP | $462,000 | +8.7% | 2,217 | +2.7% | 0.29% | +7.3% |
| TFI | SPDR SER TRnuveen brc munic | $455,000 | +1.1% | 8,673 | 0.0% | 0.29% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $451,000 | +5.6% | 968 | 0.0% | 0.29% | +4.4% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $448,000 | -2.4% | 11,959 | -5.9% | 0.28% | -3.7% |
| SPLK | Buy | SPLUNK INC | $440,000 | +82.6% | 2,587 | +102.1% | 0.28% | +80.0% |
| PFF | ISHARES TRpfd and incm sec | $430,000 | +5.7% | 11,168 | 0.0% | 0.27% | +4.2% | |
| AVGO | Sell | BROADCOM INC | $421,000 | +14.4% | 961 | -4.9% | 0.27% | +12.7% |
| AYX | Buy | ALTERYX INC | $420,000 | +30.0% | 3,450 | +21.4% | 0.27% | +28.4% |
| IEFA | Sell | ISHARES TRcore msci eafe | $420,000 | +10.8% | 6,080 | -3.3% | 0.27% | +9.4% |
| OHI | OMEGA HEALTHCARE INVS INC | $405,000 | +21.3% | 11,160 | 0.0% | 0.26% | +19.5% | |
| C | Buy | CITIGROUP INC | $405,000 | +76.9% | 6,561 | +23.5% | 0.26% | +74.8% |
| IWN | ISHARES TRrus 2000 val etf | $395,000 | +32.6% | 3,000 | 0.0% | 0.25% | +30.7% | |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $390,000 | -8.0% | 28,080 | -28.6% | 0.25% | -9.2% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $391,000 | +2.1% | 1,656 | +17.5% | 0.25% | +0.8% |
| ENB | Buy | ENBRIDGE INC | $382,000 | +10.7% | 11,939 | +1.1% | 0.24% | +9.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $383,000 | +27.2% | 2,174 | +0.9% | 0.24% | +25.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $376,000 | +22.9% | 2,791 | +34.5% | 0.24% | +21.3% |
| TWTR | TWITTER INC | $374,000 | +21.8% | 6,905 | 0.0% | 0.24% | +20.3% | |
| ASML | Buy | ASML HOLDING N V | $370,000 | +64.4% | 758 | +24.5% | 0.24% | +62.1% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $368,000 | +3.4% | 6,238 | +1.2% | 0.23% | +2.2% |
| WRK | Sell | WESTROCK CO | $348,000 | +23.0% | 8,000 | -1.7% | 0.22% | +21.4% |
| IT | Sell | GARTNER INC | $336,000 | +27.3% | 2,099 | -0.5% | 0.21% | +25.3% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $333,000 | -98.3% | 3,589 | -98.3% | 0.21% | -98.4% |
| SNY | Sell | SANOFIsponsored adr | $331,000 | -4.1% | 6,815 | -1.0% | 0.21% | -5.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $329,000 | +48.9% | 2,067 | +17.0% | 0.21% | +47.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $326,000 | +6.5% | 3,457 | -1.6% | 0.21% | +5.1% |
| NVDA | NVIDIA CORPORATION | $315,000 | -3.7% | 604 | 0.0% | 0.20% | -4.8% | |
| MMM | Buy | 3M CO | $314,000 | +17.6% | 1,799 | +7.9% | 0.20% | +15.7% |
| ALGN | New | ALIGN TECHNOLOGY INC | $298,000 | – | 557 | +100.0% | 0.19% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $294,000 | +24.1% | 3,826 | +32.2% | 0.19% | +23.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $287,000 | -20.5% | 1,233 | +0.5% | 0.18% | -21.6% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $281,000 | -15.6% | 5,630 | -7.3% | 0.18% | -16.8% |
| CVS | Buy | CVS HEALTH CORP | $279,000 | +28.0% | 4,081 | +9.3% | 0.18% | +26.4% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $278,000 | +2.2% | 2,331 | -1.9% | 0.18% | +0.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $276,000 | -27.9% | 2,283 | -40.3% | 0.18% | -28.9% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $275,000 | +13.6% | 5,893 | -0.3% | 0.18% | +12.2% |
| MDT | New | MEDTRONIC PLC | $267,000 | – | 2,278 | +100.0% | 0.17% | – |
| ED | New | CONSOLIDATED EDISON INC | $267,000 | – | 3,700 | +100.0% | 0.17% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $266,000 | -9.8% | 19,427 | -18.9% | 0.17% | -11.1% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $264,000 | +21.1% | 13,491 | -2.3% | 0.17% | +20.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $262,000 | -47.6% | 7,110 | -46.5% | 0.17% | -48.3% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $256,000 | -3.4% | 2,438 | +1.8% | 0.16% | -4.1% |
| ILMN | New | ILLUMINA INC | $256,000 | – | 692 | +100.0% | 0.16% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $252,000 | – | 1,694 | +100.0% | 0.16% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $249,000 | +23.9% | 2,057 | +0.1% | 0.16% | +22.5% |
| SLB | Sell | SCHLUMBERGER LTD | $244,000 | +37.1% | 11,184 | -2.1% | 0.16% | +36.0% |
| OKE | New | ONEOK INC NEW | $238,000 | – | 6,199 | +100.0% | 0.15% | – |
| ECL | Sell | ECOLAB INC | $238,000 | +6.7% | 1,102 | -1.3% | 0.15% | +5.6% |
| STX | New | SEAGATE TECHNOLOGY PLC | $237,000 | – | 3,810 | +100.0% | 0.15% | – |
| MCD | MCDONALDS CORP | $234,000 | -2.1% | 1,091 | 0.0% | 0.15% | -3.2% | |
| BIIB | BIOGEN INC | $233,000 | -13.7% | 953 | 0.0% | 0.15% | -14.9% | |
| HON | New | HONEYWELL INTL INC | $228,000 | – | 1,071 | +100.0% | 0.14% | – |
| CTXS | Buy | CITRIX SYS INC | $228,000 | -5.4% | 1,752 | +0.1% | 0.14% | -6.5% |
| WM | Buy | WASTE MGMT INC DEL | $226,000 | +8.1% | 1,916 | +3.6% | 0.14% | +6.7% |
| JWN | New | NORDSTROM INC | $224,000 | – | 7,179 | +100.0% | 0.14% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $218,000 | +38.9% | 17,272 | +1.1% | 0.14% | +36.6% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $216,000 | – | 1,358 | +100.0% | 0.14% | – |
| TRP | TC ENERGY CORP | $209,000 | -3.2% | 5,132 | 0.0% | 0.13% | -4.3% | |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $201,000 | – | 1,287 | +100.0% | 0.13% | – |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $188,000 | +41.4% | 11,656 | +1.2% | 0.12% | +40.0% |
| GE | Sell | GENERAL ELECTRIC CO | $146,000 | +55.3% | 13,564 | -9.7% | 0.09% | +55.0% |
| F | Buy | FORD MTR CO DEL | $137,000 | +38.4% | 15,631 | +5.3% | 0.09% | +35.9% |
| NMI | NUVEEN MUN INCOME FD INC | $134,000 | -4.3% | 11,800 | 0.0% | 0.08% | -5.6% | |
| UNP | Exit | UNION PAC CORPcall | $0 | – | -100 | -100.0% | -0.01% | – |
| CAT | Exit | CATERPILLAR INC DELcall | $0 | – | -200 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORPcall | $0 | – | -1,000 | -100.0% | -0.03% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -10,918 | -100.0% | -0.08% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -21,543 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.6% |
| US BANCORP DEL | 19 | Q3 2023 | 3.2% |
| AT&T INC | 19 | Q3 2023 | 3.3% |
| ALPHABET INC | 19 | Q3 2023 | 2.4% |
| AMAZON COM INC | 19 | Q3 2023 | 2.7% |
| NIKE INC | 19 | Q3 2023 | 2.2% |
| ABBVIE INC | 19 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP | 19 | Q3 2023 | 3.0% |
| VERIZON COMMUNICATIONS INC | 19 | Q3 2023 | 2.5% |
View Keudell/Morrison Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-08 |
| 13F-HR/A | 2021-12-08 |
View Keudell/Morrison Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.