AWAU
Alliance Wealth Advisors (Utah)’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,701
-118
| -2% | -$37K | 0.35% | 78 |
|
|
2025
Q1 | $1.45M | Buy |
4,819
+26
| +0.5% | +$7.8K | 0.38% | 79 |
|
|
2024
Q4 | $1.61M | Buy |
4,793
+91
| +2% | +$30.6K | 0.42% | 73 |
|
|
2024
Q3 | $1.5M | Buy |
4,702
+84
| +2% | +$26.8K | 0.39% | 74 |
|
|
2024
Q2 | $1.37M | Buy |
4,618
+135
| +3% | +$39.9K | 0.4% | 69 |
|
|
2024
Q1 | $1.38M | Buy |
4,483
+1,942
| +76% | +$599K | 0.41% | 67 |
|
|
2023
Q4 | $727K | Buy |
2,541
+51
| +2% | +$14.6K | 0.24% | 98 |
|
|
2023
Q3 | $583K | Buy |
2,490
+13
| +0.5% | +$3.05K | 0.22% | 106 |
|
|
2023
Q2 | $486K | Buy |
2,477
+697
| +39% | +$137K | 0.18% | 125 |
|
|
2023
Q1 | $361K | Buy |
1,780
+52
| +3% | +$10.6K | 0.15% | 150 |
|
|
2022
Q4 | $374K | Buy |
+1,728
| New | +$374K | 0.17% | 135 |
|