Diversify Wealth Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
4,070
+668
| +20% | +$173K | 0.07% | 260 |
|
|
2025
Q1 | $961K | Buy |
3,402
+581
| +21% | +$164K | 0.07% | 251 |
|
|
2024
Q4 | $891K | Buy |
2,821
+576
| +26% | +$182K | 0.07% | 235 |
|
|
2024
Q3 | $767K | Buy |
2,245
+143
| +7% | +$48.9K | 0.07% | 226 |
|
|
2024
Q2 | $633K | Buy |
+2,102
| New | +$633K | 0.08% | 224 |
|