Bradley & Co Private Wealth Management’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 | $19.3K | Hold |
|
|||||
|
2025
Q2 | $26.1K | Hold |
|
|||||
|
2025
Q1 | $24.9K | Hold |
|
|||||
|
2024
Q4 | $28K | Buy |
|
|||||
|
2024
Q2 | $24.6K | Hold |
|
|||||
|
2024
Q1 | $25.6K | Hold |
|
|||||
|
2023
Q4 | $23.8K | Hold |
|
|||||
|
2023
Q3 | $19.4K | Hold |
|
|||||
|
2023
Q2 | $16.3K | Hold |
|
|||||
|
2023
Q1 | $16.9K | Hold |
|
|||||
|
2022
Q4 | $18K | Hold |
|
|||||
|
2022
Q3 | $18K | Hold |
|
|||||
|
2022
Q2 | $20K | Hold |
|
|||||
|
2022
Q1 | $23K | Hold |
|
|||||
|
2021
Q4 | $28K | Hold |
|
|||||
|
2021
Q3 | $21K | Hold |
|
|||||
|
2021
Q2 | $21K | Hold |
|
|||||
|
2021
Q1 | $19K | Buy |
|