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 |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $222K | Sell |
|
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|
2024
Q2 | $321K | Sell |
|
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|
2024
Q1 | $1.22M | Buy |
|
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|
2023
Q4 | $1.08M | Buy |
|
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|
2023
Q3 | $774K | Sell |
|
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $636K | Sell |
|
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|
2022
Q4 | $788K | Sell |
|
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|
2022
Q3 | $816K | Sell |
|
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.17M | Buy |
|
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $645K | Buy |
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