Angeles Wealth Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Hold	926	–	–	0.02%	263
2025 Q1	$278K	Buy	926 +1	+0.1%	+$300	0.02%	230
2024 Q4	$312K	Hold	925	–	–	0.03%	204
2024 Q3	$295K	Buy	+925	New	+$295K	0.03%	207