Legacy 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 | – | Sell |
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|
2025
Q1 | $871K | Sell |
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|
2024
Q4 | $992K | Buy |
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|
2024
Q3 | $929K | Sell |
|
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|
2024
Q2 | $895K | Buy |
|
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|
2024
Q1 | $918K | Buy |
|
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $747K | Buy |
|
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $586K | Buy |
|
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $224K | Buy |
|