Avantax Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,302
+343
| +12% | +$108K | 0.01% | 1152 |
|
|
2025
Q1 | $887K | Buy |
2,959
+54
| +2% | +$16.2K | 0.01% | 1159 |
|
|
2024
Q4 | $978K | Sell |
2,905
-119
| -4% | -$40.1K | 0.01% | 1050 |
|
|
2024
Q3 | $965K | Sell |
3,024
-167
| -5% | -$53.3K | 0.01% | 1044 |
|
|
2024
Q2 | $944K | Buy |
3,191
+427
| +15% | +$126K | 0.01% | 1008 |
|
|
2024
Q1 | $852K | Buy |
2,764
+211
| +8% | +$65.1K | 0.01% | 812 |
|
|
2023
Q4 | $731K | Sell |
2,553
-273
| -10% | -$78.2K | 0.01% | 834 |
|
|
2023
Q3 | $662K | Sell |
2,826
-1,408
| -33% | -$330K | 0.01% | 834 |
|
|
2023
Q2 | $830K | Buy |
4,234
+395
| +10% | +$77.5K | 0.01% | 749 |
|
|
2023
Q1 | $779K | Buy |
3,839
+169
| +5% | +$34.3K | 0.01% | 747 |
|
|
2022
Q4 | $795K | Buy |
3,670
+65
| +2% | +$14.1K | 0.01% | 705 |
|
|
2022
Q3 | $765K | Buy |
3,605
+340
| +10% | +$72.2K | 0.01% | 639 |
|
|
2022
Q2 | $790K | Sell |
3,265
-20
| -0.6% | -$4.84K | 0.01% | 619 |
|
|
2022
Q1 | $899K | Sell |
3,285
-63
| -2% | -$17.2K | 0.01% | 573 |
|
|
2021
Q4 | $1.15M | Buy |
3,348
+223
| +7% | +$76.3K | 0.02% | 499 |
|
|
2021
Q3 | $810K | Sell |
3,125
-95
| -3% | -$24.6K | 0.01% | 553 |
|
|
2021
Q2 | $827K | Buy |
3,220
+395
| +14% | +$101K | 0.02% | 530 |
|
|
2021
Q1 | $636K | Buy |
2,825
+345
| +14% | +$77.7K | 0.01% | 551 |
|
|
2020
Q4 | $574K | Buy |
2,480
+36
| +1% | +$8.33K | 0.01% | 514 |
|
|
2020
Q3 | $393K | Buy |
2,444
+96
| +4% | +$15.4K | 0.01% | 897 |
|
|
2020
Q2 | $332K | Buy |
2,348
+59
| +3% | +$8.34K | 0.01% | 604 |
|
|
2020
Q1 | $266K | Buy |
2,289
+731
| +47% | +$84.9K | 0.01% | 623 |
|
|
2019
Q4 | $234K | Buy |
+1,558
| New | +$234K | 0.01% | 726 |
|