Ballentine Partners’s Morningstar MORN Stock Holding History

Ballentine Partners’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$448K	Buy
2025 Q2	$586K	Buy
2025 Q1	$387K	Buy
2024 Q4	$420K	Buy
2024 Q3	$394K	Buy
2024 Q2	$357K	Sell
2024 Q1	$375K	Buy
2023 Q4	$344K	Buy