Bell Investment Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Buy |
81
+2
| +3% | +$628 | ﹤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% | +$1.43K | ﹤0.01% | 331 |
|
|
2023
Q3 | $17.3K | Sell |
74
-2
| -3% | -$468 | ﹤0.01% | 351 |
|
|
2023
Q2 | $14.9K | Hold |
76
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $15.4K | Sell |
76
-9
| -11% | -$1.83K | ﹤0.01% | 359 |
|
|
2022
Q4 | $18.4K | Sell |
85
-2
| -2% | -$433 | ﹤0.01% | 317 |
|
|
2022
Q3 | $18K | Sell |
87
-3
| -3% | -$621 | 0.01% | 280 |
|
|
2022
Q2 | $22K | Buy |
+90
| New | +$22K | 0.01% | 246 |
|
|
2021
Q4 | $35K | Buy |
102
+12
| +13% | +$4.12K | 0.01% | 201 |
|
|
2021
Q3 | $23K | Buy |
+90
| New | +$23K | 0.01% | 257 |
|