FRM
Fox Run Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,130
+2,453
| +92% | +$770K | 0.27% | 65 |
|
|
2025
Q1 | $803K | Sell |
2,677
-2,134
| -44% | -$640K | 0.12% | 281 |
|
|
2024
Q4 | $1.62M | Buy |
4,811
+3,346
| +228% | +$1.13M | 0.29% | 39 |
|
|
2024
Q3 | $468K | Sell |
1,465
-216
| -13% | -$68.9K | 0.1% | 385 |
|
|
2024
Q2 | $497K | Buy |
+1,681
| New | +$497K | 0.09% | 409 |
|