Benjamin Edwards Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Buy |
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|
2025
Q2 | $690K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $27K | Buy |
|