Congress 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 | $4.41M | Buy |
14,043
+783
| +6% | +$246K | 0.04% | 414 |
|
|
2025
Q1 | $3.98M | Buy |
13,260
+3,250
| +32% | +$975K | 0.05% | 364 |
|
|
2024
Q4 | $3.37M | Buy |
10,010
+773
| +8% | +$260K | 0.05% | 338 |
|
|
2024
Q3 | $2.95M | Buy |
9,237
+337
| +4% | +$108K | 0.04% | 372 |
|
|
2024
Q2 | $2.63M | Buy |
8,900
+985
| +12% | +$291K | 0.04% | 319 |
|
|
2024
Q1 | $2.44M | Buy |
+7,915
| New | +$2.44M | 0.04% | 292 |
|