AWP
Accretive Wealth Partners’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
3,826
+32
| +0.8% | +$10K | 0.39% | 79 |
|
|
2025
Q1 | $1.11M | Buy |
3,794
+383
| +11% | +$112K | 0.39% | 79 |
|
|
2024
Q4 | $1.15M | Sell |
3,411
-14
| -0.4% | -$4.72K | 0.49% | 70 |
|
|
2024
Q3 | $1.09M | Buy |
3,425
+18
| +0.5% | +$5.74K | 0.46% | 76 |
|
|
2024
Q2 | $1.01M | Sell |
3,407
-8
| -0.2% | -$2.37K | 0.42% | 74 |
|
|
2024
Q1 | $1M | Buy |
3,415
+103
| +3% | +$30.3K | 0.44% | 69 |
|
|
2023
Q4 | $948K | Sell |
3,312
-8
| -0.2% | -$2.29K | 0.46% | 80 |
|
|
2023
Q3 | $778K | Buy |
3,320
+69
| +2% | +$16.2K | 0.46% | 70 |
|
|
2023
Q2 | $637K | Buy |
3,251
+176
| +6% | +$34.5K | 0.38% | 81 |
|
|
2023
Q1 | $624K | Buy |
3,075
+146
| +5% | +$29.6K | 0.4% | 77 |
|
|
2022
Q4 | $634K | Buy |
2,929
+73
| +3% | +$15.8K | 0.44% | 75 |
|
|
2022
Q3 | $606K | Sell |
2,856
-95
| -3% | -$20.2K | 0.46% | 70 |
|
|
2022
Q2 | $714K | Sell |
2,951
-136
| -4% | -$32.9K | 0.52% | 64 |
|
|
2022
Q1 | $843K | Buy |
3,087
+81
| +3% | +$22.1K | 0.53% | 70 |
|
|
2021
Q4 | $1.03M | Buy |
3,006
+90
| +3% | +$30.8K | 0.65% | 58 |
|
|
2021
Q3 | $755K | Buy |
+2,916
| New | +$755K | 0.53% | 76 |
|