HB Wealth Management’s Morningstar MORN Stock Holding History

HB Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$664K	Buy
2025 Q2	$838K	Sell
2025 Q1	$820K	Buy