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
2026 Q1	$11K	Sell	65 -2	-3%	-$372	﹤0.01%	640
2025 Q4	$14.6K	Sell	67 -12	-15%	-$2.6K	﹤0.01%	559
2025 Q3	$18.3K	Sell	79 -2	-2%	-$533	﹤0.01%	432
2025 Q2	$25.4K	Buy	81 +2	+3%	+$592	﹤0.01%	364
2025 Q1	$23.7K	Hold	79	–	–	﹤0.01%	345
2024 Q4	$26.6K	Hold	79	–	–	0.01%	323
2024 Q3	$25.2K	Hold	79	–	–	﹤0.01%	346
2024 Q2	$23.4K	Hold	79	–	–	﹤0.01%	365
2024 Q1	$24.4K	Hold	79	–	–	﹤0.01%	341
2023 Q4	$22.6K	Buy	79 +5	+7%	+$1.3K	﹤0.01%	331
2023 Q3	$17.3K	Sell	74 -2	-3%	-$452	﹤0.01%	351
2023 Q2	$14.9K	Hold	76	–	–	﹤0.01%	378
2023 Q1	$15.4K	Sell	76 -9	-11%	-$1.98K	﹤0.01%	359
2022 Q4	$18.4K	Sell	85 -2	-2%	-$456	﹤0.01%	317
2022 Q3	$18K	Sell	87 -3	-3%	-$713	0.01%	280
2022 Q2	$22K	Buy	+90	New	+$22.7K	0.01%	246
2021 Q4	$35K	Buy	102 +12	+13%	+$3.71K	0.01%	201
2021 Q3	$23K	Buy	+90	New	+$23.6K	0.01%	257