HWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$838K Sell
2,670
-63
-2% -$19.8K 0.01% 570
2025
Q1 		$820K Buy
+2,733
New +$820K 0.01% 586