Great Valley Advisor Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $256K | Sell |
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|
2025
Q3 | $323K | Sell |
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|
2025
Q2 | $449K | Sell |
|
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|
2025
Q1 | $468K | Hold |
|
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|
2024
Q4 | $525K | Buy |
|
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $748K | Buy |
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|
2019
Q4 | $478K | Buy |
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