Keudell/Morrison Wealth Management
Holdings in PMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $373,692 | 59,600 | Shares | Sole | 2026-02-06 |
| 2025-06-30 | $400,444 | 66,964 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $423,668 | 69,114 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $427,535 | 71,614 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $625,988 | 96,158 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $732,579 | 118,158 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $800,916 | 133,709 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $1,047,936 | 172,358 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,673,727 | 305,983 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $1,951,741 | 320,483 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $2,052,832 | 334,883 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $2,104,949 | 335,183 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $1,372,353 | 243,325 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $1,016,335 | 153,525 | Shares | Sole | 2022-07-18 |