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
2026 Q1	$14K	Hold	83	–	–	0.01%	127
2025 Q4	$18K	Hold	83	–	–	0.01%	117
2025 Q3	$19.3K	Hold	83	–	–	0.01%	109
2025 Q2	$26.1K	Hold	83	–	–	0.02%	94
2025 Q1	$24.9K	Hold	83	–	–	0.02%	94
2024 Q4	$28K	Buy	+83	New	+$28.3K	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	+$19.5K	0.02%	128