Activest Wealth Management’s Morningstar MORN Stock Holding History

Activest Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.6K	Buy
2024 Q4	–	Hold
2024 Q3	–	Hold
2024 Q2	–	Hold
2024 Q1	–	Sell
2023 Q4	$195K	Buy
2023 Q3	$159K	Buy