Frazier Financial Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73K | Hold |
31
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $9.3K | Hold |
31
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $10.5K | Hold |
31
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $9.89K | Hold |
31
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $9.17K | Hold |
31
| – | – | 0.01% | 459 |
|
|
2024
Q1 | $9.56K | Hold |
31
| – | – | 0.01% | 422 |
|
|
2023
Q4 | $8.87K | Buy |
+31
| New | +$8.87K | 0.01% | 372 |
|