Frazier Financial 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
Q3
$7.19K Hold
2025
Q2
$9.73K Hold
2025
Q1
$9.3K Hold
2024
Q4
$10.5K Hold
2024
Q3
$9.89K Hold
2024
Q2
$9.17K Hold
2024
Q1
$9.56K Hold
2023
Q4
$8.87K Buy