Cooper Investors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.73M	Buy	30,985 +6,598	+27%	+$2.07M	1.77%	21
2025 Q1	$7.31M	Buy	24,387 +3,114	+15%	+$934K	1.19%	30
2024 Q4	$7.16M	Buy	+21,273	New	+$7.16M	1.13%	32