Benjamin Edwards Inc’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
2,197
+188
| +9% | +$59K | 0.01% | 746 |
|
|
2025
Q1 | $603K | Buy |
2,009
+309
| +18% | +$92.7K | 0.01% | 733 |
|
|
2024
Q4 | $573K | Buy |
1,700
+138
| +9% | +$46.5K | 0.01% | 780 |
|
|
2024
Q3 | $499K | Buy |
1,562
+667
| +75% | +$213K | 0.01% | 796 |
|
|
2024
Q2 | $265K | Sell |
895
-572
| -39% | -$169K | 0.05% | 310 |
|
|
2024
Q1 | $452K | Buy |
1,467
+415
| +39% | +$128K | 0.09% | 232 |
|
|
2023
Q4 | $301K | Buy |
1,052
+115
| +12% | +$32.9K | 0.07% | 255 |
|
|
2023
Q3 | $219K | Buy |
937
+270
| +40% | +$63.1K | 0.05% | 265 |
|
|
2023
Q2 | $131K | Buy |
667
+353
| +112% | +$69.3K | 0.03% | 343 |
|
|
2023
Q1 | $64K | Buy |
314
+191
| +155% | +$38.9K | 0.02% | 429 |
|
|
2022
Q4 | $27K | Buy |
+123
| New | +$27K | 0.01% | 470 |
|