Bradley & Co Private Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Hold |
83
| – | – | 0.02% | 94 |
|
|
2025
Q1 | $24.9K | Hold |
83
| – | – | 0.02% | 94 |
|
|
2024
Q4 | $28K | Buy |
+83
| New | +$28K | 0.02% | 89 |
|
|
2024
Q2 | $24.6K | Hold |
83
| – | – | 0.02% | 89 |
|
|
2024
Q1 | $25.6K | Hold |
83
| – | – | 0.02% | 90 |
|
|
2023
Q4 | $23.8K | Hold |
83
| – | – | 0.02% | 91 |
|
|
2023
Q3 | $19.4K | Hold |
83
| – | – | 0.02% | 95 |
|
|
2023
Q2 | $16.3K | Hold |
83
| – | – | 0.02% | 106 |
|
|
2023
Q1 | $16.9K | Hold |
83
| – | – | 0.02% | 107 |
|
|
2022
Q4 | $18K | Hold |
83
| – | – | 0.02% | 101 |
|
|
2022
Q3 | $18K | Hold |
83
| – | – | 0.02% | 101 |
|
|
2022
Q2 | $20K | Hold |
83
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $23K | Hold |
83
| – | – | 0.02% | 109 |
|
|
2021
Q4 | $28K | Hold |
83
| – | – | 0.02% | 110 |
|
|
2021
Q3 | $21K | Hold |
83
| – | – | 0.02% | 121 |
|
|
2021
Q2 | $21K | Hold |
83
| – | – | 0.02% | 126 |
|
|
2021
Q1 | $19K | Buy |
+83
| New | +$19K | 0.02% | 128 |
|