Keudell/Morrison Wealth Management
Holdings in MUA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $368,863 | 34,441 | Shares | Sole | 2026-02-06 |
| 2025-06-30 | $433,586 | 41,691 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $368,609 | 34,036 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $359,197 | 32,536 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $449,165 | 36,223 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $504,797 | 43,517 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $511,441 | 46,159 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $567,793 | 53,616 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $553,959 | 61,551 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $662,463 | 65,075 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $744,028 | 70,658 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $797,044 | 73,664 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $1,137,484 | 110,758 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $1,579,538 | 129,683 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $2,065,843 | 161,394 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $2,066,728 | 139,080 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $2,116,468 | 139,333 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $2,336,172 | 138,563 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $2,125,675 | 139,480 | Shares | Sole | 2021-04-13 |
| 2020-12-31 | $2,044,043 | 139,240 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,915,515 | 139,209 | Shares | Sole | 2020-10-20 |
| 2020-06-30 | $1,964,006 | 141,499 | Shares | Sole | 2020-07-14 |
| 2020-03-31 | $1,929,477 | 144,747 | Shares | Sole | 2020-04-20 |