Baker Tilly Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-698
| Closed | -$209K | – | 244 |
|
|
2025
Q1 | $209K | Buy |
698
+2
| +0.3% | +$600 | 0.08% | 223 |
|
|
2024
Q4 | $234K | Sell |
696
-1
| -0.1% | -$337 | 0.09% | 214 |
|
|
2024
Q3 | $222K | Sell |
697
-387
| -36% | -$124K | 0.1% | 220 |
|
|
2024
Q2 | $321K | Sell |
1,084
-2,877
| -73% | -$851K | 0.13% | 188 |
|
|
2024
Q1 | $1.22M | Buy |
3,961
+190
| +5% | +$58.6K | 0.22% | 104 |
|
|
2023
Q4 | $1.08M | Buy |
3,771
+465
| +14% | +$133K | 0.18% | 128 |
|
|
2023
Q3 | $774K | Sell |
3,306
-780
| -19% | -$183K | 0.13% | 162 |
|
|
2023
Q2 | $801K | Buy |
4,086
+955
| +31% | +$187K | 0.08% | 239 |
|
|
2023
Q1 | $636K | Sell |
3,131
-505
| -14% | -$103K | 0.07% | 282 |
|
|
2022
Q4 | $788K | Sell |
3,636
-207
| -5% | -$44.8K | 0.1% | 230 |
|
|
2022
Q3 | $816K | Sell |
3,843
-349
| -8% | -$74.1K | 0.11% | 201 |
|
|
2022
Q2 | $1.01M | Sell |
4,192
-74
| -2% | -$17.9K | 0.13% | 166 |
|
|
2022
Q1 | $1.17M | Buy |
4,266
+153
| +4% | +$41.8K | 0.13% | 165 |
|
|
2021
Q4 | $1.41M | Sell |
4,113
-44
| -1% | -$15.1K | 0.15% | 138 |
|
|
2021
Q3 | $1.08M | Buy |
4,157
+412
| +11% | +$107K | 0.14% | 152 |
|
|
2021
Q2 | $963K | Buy |
3,745
+325
| +10% | +$83.6K | 0.16% | 154 |
|
|
2021
Q1 | $770K | Buy |
3,420
+635
| +23% | +$143K | 0.16% | 166 |
|
|
2020
Q4 | $645K | Buy |
+2,785
| New | +$645K | 0.2% | 122 |
|