Advisory Services Network’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 | $2.36M | Buy |
13,935
+10,762
| +339% | +$2M | 0.03% | 581 |
|
|
2025
Q4 | $690K | Buy |
3,173
+526
| +20% | +$114K | 0.01% | 1059 |
|
|
2025
Q3 | $614K | Buy |
2,647
+22
| +0.8% | +$5.86K | 0.01% | 1095 |
|
|
2025
Q2 | $726K | Buy |
2,625
+157
| +6% | +$46.5K | 0.01% | 982 |
|
|
2025
Q1 | $740K | Sell |
2,468
-365
| -13% | -$115K | 0.01% | 884 |
|
|
2024
Q4 | $954K | Sell |
2,833
-432
| -13% | -$147K | 0.02% | 767 |
|
|
2024
Q3 | $966K | Hold |
3,265
| – | – | 0.02% | 723 |
|
|
2024
Q2 | $966K | Buy |
3,265
+17
| +0.5% | +$5.03K | 0.02% | 723 |
|
|
2024
Q1 | $1M | Sell |
3,248
-195
| -6% | -$56.2K | 0.02% | 688 |
|
|
2023
Q4 | $986K | Sell |
3,443
-196
| -5% | -$51.1K | 0.02% | 640 |
|
|
2023
Q3 | $852K | Sell |
3,639
-117
| -3% | -$26.4K | 0.02% | 695 |
|
|
2023
Q2 | $736K | Buy |
3,756
+102
| +3% | +$20.2K | 0.02% | 748 |
|
|
2023
Q1 | $742K | Buy |
3,654
+58
| +2% | +$12.8K | 0.02% | 730 |
|
|
2022
Q4 | $779K | Buy |
3,596
+23
| +0.6% | +$5.24K | 0.02% | 677 |
|
|
2022
Q3 | $758K | Sell |
3,573
-1,674
| -32% | -$398K | 0.03% | 639 |
|
|
2022
Q2 | $1.27M | Sell |
5,247
-17
| -0.3% | -$4.28K | 0.04% | 490 |
|
|
2022
Q1 | $1.44M | Buy |
5,264
+2,646
| +101% | +$748K | 0.04% | 507 |
|
|
2021
Q4 | $895K | Sell |
2,618
-64
| -2% | -$19.8K | 0.03% | 668 |
|
|
2021
Q3 | $695K | Sell |
2,682
-758
| -22% | -$199K | 0.02% | 745 |
|
|
2021
Q2 | $884K | Sell |
3,440
-6
| -0.2% | -$1.46K | 0.03% | 646 |
|
|
2021
Q1 | $776K | Sell |
3,446
-30
| -0.9% | -$7.03K | 0.03% | 654 |
|
|
2020
Q4 | $804K | Sell |
3,476
-74
| -2% | -$14.7K | 0.03% | 564 |
|
|
2020
Q3 | $571K | Buy |
3,550
+131
| +4% | +$20.7K | 0.03% | 582 |
|
|
2020
Q2 | $482K | Sell |
3,419
-79
| -2% | -$11.2K | 0.03% | 608 |
|
|
2020
Q1 | $407K | Buy |
3,498
+120
| +4% | +$17.4K | 0.03% | 587 |
|
|
2019
Q4 | $511K | Sell |
3,378
-29
| -0.9% | -$4.45K | 0.03% | 614 |
|
|
2019
Q3 | $492K | Hold |
3,407
| – | – | 0.03% | 560 |
|
|
2019
Q2 | $492K | Buy |
3,407
+414
| +14% | +$57.1K | 0.03% | 559 |
|
|
2019
Q1 | $378K | Buy |
2,993
+227
| +8% | +$27.3K | 0.03% | 590 |
|
|
2018
Q4 | $304K | Buy |
2,766
+529
| +24% | +$62K | 0.03% | 585 |
|
|
2018
Q3 | $282K | Sell |
2,237
-416
| -16% | -$56.1K | 0.02% | 664 |
|
|
2018
Q2 | $358K | Sell |
2,653
-974
| -27% | -$111K | 0.03% | 591 |
|
|
2018
Q1 | $346K | Buy |
3,627
+818
| +29% | +$78.7K | 0.03% | 621 |
|
|
2017
Q4 | $272K | Buy |
2,809
+2,730
| +3,456% | +$246K | 0.02% | 669 |
|
|
2017
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 1744 |
|
|
2017
Q2 | $6K | Buy |
79
+15
| +23% | +$1.13K | ﹤0.01% | 1747 |
|
|
2017
Q1 | $5K | Buy |
+64
| New | +$4.98K | ﹤0.01% | 1713 |
|
Other funds holding MORN
VPM
VCM
