Covey Capital Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Hold |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $878K | Sell |
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|
2024
Q3 | $905K | Sell |
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|
2024
Q2 | $904K | Sell |
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|
2024
Q1 | $964K | Sell |
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|
2023
Q4 | $984K | Hold |
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|
2023
Q3 | $806K | Hold |
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|
2023
Q2 | $674K | Hold |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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