Arax Advisory Partners’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	$78.4K	Buy	464 +312	+205%	+$58K	﹤0.01%	1498
2025 Q4	$33K	Sell	152 -6,088	-98%	-$1.32M	﹤0.01%	1844
2025 Q3	$1.45M	Buy	6,240 +6,067	+3,507%	+$1.62M	0.02%	538
2025 Q2	$54.3K	Buy	173 +116	+204%	+$34.3K	﹤0.01%	1196
2025 Q1	$17.1K	Buy	57 +40	+235%	+$12.6K	﹤0.01%	1369
2024 Q4	$5.72K	Sell	17 -7	-29%	-$2.39K	﹤0.01%	1690
2024 Q3	$7.66K	Buy	24 +16	+200%	+$4.97K	﹤0.01%	1525
2024 Q2	$2.37K	Buy	8 +5	+167%	+$1.48K	﹤0.01%	1907
2024 Q1	$926	Hold	3	–	–	﹤0.01%	1164
2023 Q4	$859	Buy	3 +2	+200%	+$521	﹤0.01%	1150
2023 Q3	$235	Sell	1 -3	-75%	-$677	﹤0.01%	1278
2023 Q2	$785	Buy	4 +2	+100%	+$396	﹤0.01%	1143
2023 Q1	$407	Hold	2	–	–	﹤0.01%	1215
2022 Q4	$433	Buy	+2	New	+$456	﹤0.01%	1195
2022 Q2	–	Sell	-11	Closed	-$3K	–	1208
2022 Q1	$3K	Buy	+11	New	+$3.11K	﹤0.01%	889