Baker Avenue Asset Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$352K Buy
2023
Q4
Sell
2023
Q3
$468 Hold
2023
Q2
$392 Hold
2023
Q1
$406 Hold
2022
Q4
$433 Buy