Barlow Wealth 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 | $15.2M | Buy |
49,072
+12,350
| +34% | +$3.83M | 1.82% | 26 |
|
|
2025
Q1 | $10.3M | Buy |
36,722
+760
| +2% | +$213K | 1.35% | 33 |
|
|
2024
Q4 | $11.8M | Buy |
35,962
+1,818
| +5% | +$595K | 1.49% | 32 |
|
|
2024
Q3 | $10.7M | Buy |
34,144
+641
| +2% | +$201K | 1.4% | 34 |
|
|
2024
Q2 | $10.2M | Buy |
33,503
+585
| +2% | +$178K | 1.41% | 32 |
|
|
2024
Q1 | $10.1M | Buy |
32,918
+1,012
| +3% | +$310K | 1.37% | 36 |
|
|
2023
Q4 | $9.13M | Buy |
+31,906
| New | +$9.13M | 1.3% | 35 |
|