IFP Advisors’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 | $36.7K | Sell |
217
-346
| -61% | -$64.3K | ﹤0.01% | 2423 |
|
|
2025
Q4 | $122K | Buy |
563
+310
| +123% | +$67.1K | ﹤0.01% | 1669 |
|
|
2025
Q3 | $58.7K | Buy |
253
+116
| +85% | +$30.9K | ﹤0.01% | 1997 |
|
|
2025
Q2 | $43K | Buy |
137
+100
| +270% | +$29.6K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $11.1K | Buy |
37
+9
| +32% | +$2.83K | ﹤0.01% | 2545 |
|
|
2024
Q4 | $9.43K | Buy |
28
+1
| +4% | +$341 | ﹤0.01% | 2546 |
|
|
2024
Q3 | $8.62K | Sell |
27
-4
| -13% | -$1.24K | ﹤0.01% | 2481 |
|
|
2024
Q2 | $9.17K | Buy |
31
+1
| +3% | +$296 | ﹤0.01% | 2368 |
|
|
2024
Q1 | $9.25K | Sell |
30
-9
| -23% | -$2.59K | ﹤0.01% | 2258 |
|
|
2023
Q4 | $11.2K | Buy |
39
+2
| +5% | +$521 | ﹤0.01% | 2152 |
|
|
2023
Q3 | $8.67K | Hold |
37
| – | – | ﹤0.01% | 2310 |
|
|
2023
Q2 | $7.25K | Hold |
37
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q1 | $4.48K | Sell |
37
-314
| -89% | -$69K | ﹤0.01% | 2613 |
|
|
2022
Q4 | $61K | Sell |
351
-11
| -3% | -$2.51K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $62K | Sell |
362
-2
| -0.5% | -$476 | ﹤0.01% | 2210 |
|
|
2022
Q2 | $62K | Hold |
364
| – | – | ﹤0.01% | 2003 |
|
|
2022
Q1 | $62K | Buy |
364
+327
| +884% | +$92.4K | ﹤0.01% | 2003 |
|
|
2021
Q4 | $13K | Hold |
37
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q3 | $10K | Sell |
37
-1
| -3% | -$263 | ﹤0.01% | 2281 |
|
|
2021
Q2 | $10K | Buy |
38
+1
| +3% | +$243 | ﹤0.01% | 2211 |
|
|
2021
Q1 | $8K | Sell |
37
-12
| -24% | -$2.81K | ﹤0.01% | 2232 |
|
|
2020
Q4 | $12K | Hold |
49
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q1 | $5K | Sell |
49
-1
| -2% | -$145 | ﹤0.01% | 2069 |
|
|
2019
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7.7K | ﹤0.01% | 2225 |
|
|
2019
Q1 | $7K | Sell |
54
-59
| -52% | -$7.09K | ﹤0.01% | 1755 |
|
|
2018
Q4 | $12K | Sell |
113
-83
| -42% | -$9.73K | ﹤0.01% | 2417 |
|
|
2018
Q3 | $25K | Buy |
196
+91
| +87% | +$12.3K | ﹤0.01% | 2335 |
|
|
2018
Q2 | $13K | Sell |
105
-34
| -24% | -$3.89K | ﹤0.01% | 2741 |
|
|
2018
Q1 | $13K | Hold |
139
| – | – | ﹤0.01% | 2630 |
|
|
2017
Q4 | $13K | Buy |
139
+22
| +19% | +$1.98K | ﹤0.01% | 2667 |
|
|
2017
Q3 | $10K | Hold |
117
| – | – | ﹤0.01% | 3023 |
|
|
2017
Q2 | $9K | Hold |
117
| – | – | ﹤0.01% | 3094 |
|
|
2017
Q1 | $9K | Sell |
117
-4
| -3% | -$311 | ﹤0.01% | 2988 |
|
|
2016
Q4 | $9K | Sell |
121
-9
| -7% | -$662 | ﹤0.01% | 2972 |
|
|
2016
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 2838 |
|
|
2016
Q2 | $11K | Buy |
130
+76
| +141% | +$6.35K | ﹤0.01% | 2690 |
|
|
2016
Q1 | $7K | Sell |
54
-81
| -60% | -$6.46K | ﹤0.01% | 1754 |
|
|
2015
Q4 | $11K | Buy |
+135
| New | +$10.9K | ﹤0.01% | 2529 |
|
Other funds holding MORN
VPM
VCM
