Crossmark Global Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
1,510
+295
| +24% | +$92.6K | 0.01% | 908 |
|
|
2025
Q1 | $364K | Sell |
1,215
-414
| -25% | -$124K | 0.01% | 999 |
|
|
2024
Q4 | $549K | Sell |
1,629
-629
| -28% | -$212K | 0.01% | 796 |
|
|
2024
Q3 | $720K | Buy |
2,258
+531
| +31% | +$169K | 0.01% | 712 |
|
|
2024
Q2 | $511K | Sell |
1,727
-332
| -16% | -$98.2K | 0.01% | 821 |
|
|
2024
Q1 | $635K | Buy |
2,059
+35
| +2% | +$10.8K | 0.01% | 762 |
|
|
2023
Q4 | $579K | Sell |
2,024
-65
| -3% | -$18.6K | 0.01% | 784 |
|
|
2023
Q3 | $493K | Buy |
+2,089
| New | +$493K | 0.01% | 825 |
|