Ballentine Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
1,866
+576
| +45% | +$181K | 0.01% | 442 |
|
|
2025
Q1 | $387K | Buy |
1,290
+42
| +3% | +$12.6K | 0.01% | 533 |
|
|
2024
Q4 | $420K | Buy |
1,248
+13
| +1% | +$4.38K | 0.01% | 478 |
|
|
2024
Q3 | $394K | Buy |
1,235
+29
| +2% | +$9.25K | 0.01% | 494 |
|
|
2024
Q2 | $357K | Sell |
1,206
-9
| -0.7% | -$2.66K | 0.01% | 500 |
|
|
2024
Q1 | $375K | Buy |
1,215
+12
| +1% | +$3.7K | 0.01% | 471 |
|
|
2023
Q4 | $344K | Buy |
+1,203
| New | +$344K | 0.01% | 465 |
|