Buckingham Strategic Wealth’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.49M | Hold |
5,022
| – | – | 0.02% | 276 |
|
|
2024
Q1 | $1.55M | Sell |
5,022
-8
| -0.2% | -$2.47K | 0.02% | 272 |
|
|
2023
Q4 | $1.44M | Buy |
5,030
+13
| +0.3% | +$3.72K | 0.02% | 276 |
|
|
2023
Q3 | $1.18M | Sell |
5,017
-1,207
| -19% | -$283K | 0.02% | 273 |
|
|
2023
Q2 | $1.22M | Hold |
6,224
| – | – | 0.02% | 268 |
|
|
2023
Q1 | $1.35M | Hold |
6,224
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $1.35M | Hold |
6,224
| – | – | 0.02% | 232 |
|
|
2022
Q3 | $1.32M | Hold |
6,224
| – | – | 0.03% | 223 |
|
|
2022
Q2 | $1.51M | Hold |
6,224
| – | – | 0.03% | 210 |
|
|
2022
Q1 | $1.7M | Sell |
6,224
-19
| -0.3% | -$5.19K | 0.03% | 202 |
|
|
2021
Q4 | $2.14M | Buy |
6,243
+19
| +0.3% | +$6.5K | 0.04% | 171 |
|
|
2021
Q3 | $1.61M | Hold |
6,224
| – | – | 0.03% | 200 |
|
|
2021
Q2 | $1.6M | Hold |
6,224
| – | – | 0.04% | 197 |
|
|
2021
Q1 | $1.4M | Sell |
6,224
-18
| -0.3% | -$4.05K | 0.07% | 196 |
|
|
2020
Q4 | $1.45M | Sell |
6,242
-254
| -4% | -$58.8K | 0.08% | 185 |
|
|
2020
Q3 | $1.04M | Buy |
6,496
+71
| +1% | +$11.4K | 0.08% | 173 |
|
|
2020
Q2 | $906K | Buy |
6,425
+1,433
| +29% | +$202K | 0.09% | 160 |
|
|
2020
Q1 | $580K | Sell |
4,992
-126
| -2% | -$14.6K | 0.06% | 240 |
|
|
2019
Q4 | $774K | Hold |
5,118
| – | – | 0.07% | 194 |
|
|
2019
Q3 | $748K | Hold |
5,118
| – | – | 0.08% | 177 |
|
|
2019
Q2 | $740K | Hold |
5,118
| – | – | 0.08% | 185 |
|
|
2019
Q1 | $645K | Sell |
5,118
-124
| -2% | -$15.6K | 0.08% | 186 |
|
|
2018
Q4 | $576K | Sell |
5,242
-87
| -2% | -$9.56K | 0.09% | 165 |
|
|
2018
Q3 | $671K | Sell |
5,329
-707
| -12% | -$89K | 0.1% | 149 |
|
|
2018
Q2 | $774K | Sell |
6,036
-11
| -0.2% | -$1.41K | 0.13% | 139 |
|
|
2018
Q1 | $578K | Hold |
6,047
| – | – | 0.11% | 152 |
|
|
2017
Q4 | $586K | Buy |
+6,047
| New | +$586K | 0.12% | 149 |
|