Blue Trust Inc’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Buy |
228
+51
| +29% | +$16K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $53.1K | Buy |
177
+112
| +172% | +$33.6K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $21.9K | Sell |
65
-185
| -74% | -$62.3K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $74K | Buy |
250
+139
| +125% | +$41.1K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $34.2K | Buy |
111
+85
| +327% | +$26.2K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $8.02K | Sell |
26
-11
| -30% | -$3.39K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $9K | Sell |
37
-6
| -14% | -$1.46K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $8K | Buy |
+43
| New | +$8K | ﹤0.01% | 1483 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$8K | – | 2340 |
|
|
2023
Q1 | $8K | Buy |
35
+1
| +3% | +$229 | ﹤0.01% | 1664 |
|
|
2022
Q4 | $7K | Buy |
34
+2
| +6% | +$412 | ﹤0.01% | 1634 |
|
|
2022
Q3 | $8K | Buy |
+32
| New | +$8K | ﹤0.01% | 1423 |
|