Bell Investment Advisors’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 | $25.4K | Buy |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $26.6K | Hold |
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|
2024
Q3 | $25.2K | Hold |
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|
2024
Q2 | $23.4K | Hold |
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|
2024
Q1 | $24.4K | Hold |
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|
2023
Q4 | $22.6K | Buy |
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|
2023
Q3 | $17.3K | Sell |
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|
2023
Q2 | $14.9K | Hold |
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|
2023
Q1 | $15.4K | Sell |
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|
2022
Q4 | $18.4K | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $23K | Buy |
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