Advisornet Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-17
| Closed | -$3.69K | – | 2324 |
|
|
2025
Q4 | $3.69K | Buy |
17
+9
| +113% | +$1.95K | ﹤0.01% | 1794 |
|
|
2025
Q3 | $1.86K | Sell |
8
-4
| -33% | -$1.07K | ﹤0.01% | 1881 |
|
|
2025
Q2 | $3.77K | Buy |
12
+4
| +50% | +$1.18K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $2.4K | Buy |
8
+3
| +60% | +$945 | ﹤0.01% | 1756 |
|
|
2024
Q4 | $1.68K | Buy |
+5
| New | +$1.71K | ﹤0.01% | 1637 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$592 | – | 2245 |
|
|
2024
Q2 | $592 | Buy |
+2
| New | +$592 | ﹤0.01% | 1922 |
|
|
2024
Q1 | – | Sell |
-91
| Closed | -$26K | – | 2345 |
|
|
2023
Q4 | $26K | Hold |
91
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q3 | $21.3K | Hold |
91
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q2 | $17.8K | Sell |
91
-10
| -10% | -$1.98K | ﹤0.01% | 1134 |
|
|
2023
Q1 | $20.5K | Sell |
101
-1
| -1% | -$220 | ﹤0.01% | 1069 |
|
|
2022
Q4 | $22.1K | Buy |
102
+11
| +12% | +$2.51K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $19K | Hold |
91
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q2 | $22K | Sell |
91
-14
| -13% | -$3.53K | ﹤0.01% | 1097 |
|
|
2022
Q1 | $29K | Sell |
105
-5
| -5% | -$1.41K | ﹤0.01% | 1137 |
|
|
2021
Q4 | $38K | Buy |
110
+19
| +21% | +$5.88K | ﹤0.01% | 1104 |
|
|
2021
Q3 | $24K | Hold |
91
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q2 | $23K | Hold |
91
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q1 | $20K | Hold |
91
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q4 | $21K | Hold |
91
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q3 | $15K | Hold |
91
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q2 | $13K | Hold |
91
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q1 | $11K | Hold |
91
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q4 | $14K | Hold |
91
| – | – | ﹤0.01% | 1292 |
|
|
2019
Q3 | $13K | Hold |
91
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q2 | $13K | Buy |
+91
| New | +$12.6K | ﹤0.01% | 1164 |
|
Other funds holding MORN
VPM
VCM
