Baker Tilly Wealth 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 Q2	–	Sell	-698	Closed	-$209K	–	244
2025 Q1	$209K	Buy	698 +2	+0.3%	+$630	0.08%	223
2024 Q4	$234K	Sell	696 -1	-0.1%	-$341	0.09%	214
2024 Q3	$222K	Sell	697 -387	-36%	-$120K	0.1%	220
2024 Q2	$321K	Sell	1,084 -2,877	-73%	-$852K	0.13%	188
2024 Q1	$1.22M	Buy	3,961 +190	+5%	+$54.7K	0.22%	104
2023 Q4	$1.08M	Buy	3,771 +465	+14%	+$121K	0.18%	128
2023 Q3	$774K	Sell	3,306 -780	-19%	-$176K	0.13%	162
2023 Q2	$801K	Buy	4,086 +955	+31%	+$189K	0.08%	239
2023 Q1	$636K	Sell	3,131 -505	-14%	-$111K	0.07%	282
2022 Q4	$788K	Sell	3,636 -207	-5%	-$47.2K	0.1%	230
2022 Q3	$816K	Sell	3,843 -349	-8%	-$83K	0.11%	201
2022 Q2	$1.01M	Sell	4,192 -74	-2%	-$18.6K	0.13%	166
2022 Q1	$1.17M	Buy	4,266 +153	+4%	+$43.2K	0.13%	165
2021 Q4	$1.41M	Sell	4,113 -44	-1%	-$13.6K	0.15%	138
2021 Q3	$1.08M	Buy	4,157 +412	+11%	+$108K	0.14%	152
2021 Q2	$963K	Buy	3,745 +325	+10%	+$78.9K	0.16%	154
2021 Q1	$770K	Buy	3,420 +635	+23%	+$149K	0.16%	166
2020 Q4	$645K	Buy	+2,785	New	+$553K	0.2%	122