Claret Asset 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 | $233K | Buy |
744
+51
| +7% | +$16K | 0.03% | 318 |
|
|
2025
Q1 | $208K | Hold |
693
| – | – | 0.03% | 264 |
|
|
2024
Q4 | $233K | Buy |
693
+5
| +0.7% | +$1.68K | 0.04% | 214 |
|
|
2024
Q3 | $220K | Buy |
688
+4
| +0.6% | +$1.28K | 0.04% | 257 |
|
|
2024
Q2 | $202K | Sell |
684
-27
| -4% | -$7.97K | 0.04% | 209 |
|
|
2024
Q1 | $219K | Sell |
711
-56
| -7% | -$17.2K | 0.04% | 167 |
|
|
2023
Q4 | $220K | Buy |
+767
| New | +$220K | 0.04% | 148 |
|