HighTower 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
Q2 | $4.83M | Sell |
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|
2025
Q1 | $4.66M | Sell |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $4.78M | Buy |
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|
2024
Q1 | $4.93M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.68M | Buy |
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|
2021
Q3 | $792K | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $879K | Buy |
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|
2020
Q2 | $773K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $208K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $538K | Buy |
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