Janney Montgomery Scott’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 | $378K | Buy |
+2,236
| New | +$415K | ﹤0.01% | 2232 |
|
|
2025
Q4 | – | Sell |
-1,710
| Closed | -$397K | – | 2980 |
|
|
2025
Q3 | $397K | Sell |
1,710
-818
| -32% | -$218K | ﹤0.01% | 2309 |
|
|
2025
Q2 | $794K | Sell |
2,528
-754
| -23% | -$223K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $984K | Sell |
3,282
-164
| -5% | -$51.6K | ﹤0.01% | 1551 |
|
|
2024
Q4 | $1.16M | Buy |
3,446
+163
| +5% | +$55.6K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $1.05M | Buy |
3,283
+407
| +14% | +$126K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $851K | Sell |
2,876
-182
| -6% | -$53.9K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $943K | Sell |
3,058
-180
| -6% | -$51.8K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $927K | Sell |
3,238
-56
| -2% | -$14.6K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $772K | Sell |
3,294
-41
| -1% | -$9.26K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $654K | Buy |
3,335
+503
| +18% | +$99.6K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $575K | Sell |
2,832
-30
| -1% | -$6.6K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $620K | Sell |
2,862
-27
| -0.9% | -$6.16K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $613K | Buy |
2,889
+840
| +41% | +$200K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $496K | Buy |
2,049
+198
| +11% | +$49.9K | ﹤0.01% | 1630 |
|
|
2022
Q1 | $506K | Sell |
1,851
-30
| -2% | -$8.48K | ﹤0.01% | 1604 |
|
|
2021
Q4 | $643K | Buy |
1,881
+6
| +0.3% | +$1.86K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $486K | Sell |
1,875
-45
| -2% | -$11.8K | ﹤0.01% | 1675 |
|
|
2021
Q2 | $494K | Sell |
1,920
-9
| -0.5% | -$2.18K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $434K | Buy |
1,929
+139
| +8% | +$32.6K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $415K | Sell |
1,790
-383
| -18% | -$76.1K | ﹤0.01% | 1690 |
|
|
2020
Q3 | $349K | Buy |
2,173
+52
| +2% | +$8.21K | ﹤0.01% | 1619 |
|
|
2020
Q2 | $299K | Sell |
2,121
-80
| -4% | -$11.3K | ﹤0.01% | 1636 |
|
|
2020
Q1 | $256K | Buy |
+2,201
| New | +$319K | ﹤0.01% | 1566 |
|
Other funds holding MORN
VPM
VCM
