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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $954K | Sell |
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|
2024
Q3 | $966K | Hold |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $986K | Sell |
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|
2023
Q3 | $852K | Sell |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $779K | Buy |
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|
2022
Q3 | $758K | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $695K | Sell |
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|
2021
Q2 | $884K | Sell |
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|
2021
Q1 | $776K | Sell |
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|
2020
Q4 | $804K | Sell |
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|
2020
Q3 | $571K | Buy |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $511K | Sell |
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|
2019
Q3 | $492K | Hold |
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|
2019
Q2 | $492K | Buy |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $346K | Buy |
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|
2017
Q4 | $272K | Buy |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $6K | Buy |
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|
2017
Q1 | $5K | Buy |
|