Brown Miller 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
$207K Sell
660
-9
-1% -$2.83K 0.06% 186
2025
Q1
$200K Buy
+669
New +$200K 0.07% 178