Cannell & Spears’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $234K | Sell |
|
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|
2024
Q1 | $245K | Hold |
|
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|
2023
Q4 | $228K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $303K | Sell |
|
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $413K | Hold |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $459K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $231K | Buy |
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