Baird Financial Group’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 | – | Sell |
|
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $447K | Buy |
|
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|
2024
Q1 | $447K | Sell |
|
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|
2023
Q4 | $484K | Sell |
|
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|
2023
Q3 | $468K | Sell |
|
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|
2023
Q2 | $396K | Buy |
|
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|
2023
Q1 | $395K | Buy |
|
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|
2022
Q4 | $365K | Buy |
|
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|
2022
Q3 | $297K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $263K | Buy |
|