Avantax Advisory Services’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 | $1.04M | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | $978K | Sell |
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|
2024
Q3 | $965K | Sell |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $779K | Buy |
|
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $810K | Sell |
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|
2021
Q2 | $827K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $234K | Buy |
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