Algert Global’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 | $13.9M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $8.14M | Buy |
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|
2024
Q2 | $6M | Buy |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $5.54M | Sell |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $6.08M | Buy |
|
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|
2022
Q4 | $3.39M | Buy |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $816K | Hold |
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|
2021
Q3 | $618K | Buy |
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