Hemington Wealth Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11K	Buy	37 +10	+37%	+$2.97K	﹤0.01%	819
2025 Q1	$8K	Buy	27 +8	+42%	+$2.37K	﹤0.01%	891
2024 Q4	$6K	Buy	19 +7	+58%	+$2.21K	﹤0.01%	960
2024 Q3	$3K	Buy	+12	New	+$3K	﹤0.01%	1087