1832 Asset Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
+8,600
| New | +$2.7M | ﹤0.01% | 425 |
|
|
2024
Q3 | – | Sell |
-13,900
| Closed | -$4.11M | – | 804 |
|
|
2024
Q2 | $4.11M | Buy |
13,900
+2,700
| +24% | +$799K | ﹤0.01% | 396 |
|
|
2024
Q1 | $3.45M | Hold |
11,200
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $3.21M | Hold |
11,200
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $2.62M | Buy |
+11,200
| New | +$2.62M | ﹤0.01% | 443 |
|