Linden Thomas Advisory Services’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	$861K	Buy	5,093 +244	+5%	+$45.3K	0.08%	336
2025 Q4	$1.05M	Sell	4,849 -249	-5%	-$53.9K	0.11%	286
2025 Q3	$1.18M	Sell	5,098 -58	-1%	-$15.5K	0.12%	263
2025 Q2	$1.62M	Sell	5,156 -44	-0.8%	-$13K	0.18%	192
2025 Q1	$1.56M	Buy	5,200 +49	+1%	+$15.4K	0.2%	186
2024 Q4	$1.73M	Sell	5,151 -9	-0.2%	-$3.07K	0.22%	160
2024 Q3	$1.65M	Sell	5,160 -37	-0.7%	-$11.5K	0.23%	170
2024 Q2	$1.54M	Sell	5,197 -2,194	-30%	-$649K	0.24%	161
2024 Q1	$2.28M	Buy	7,391 +12	+0.2%	+$3.46K	0.37%	63
2023 Q4	$2.11M	Buy	7,379 +224	+3%	+$58.4K	0.39%	58
2023 Q3	$1.68M	Buy	7,155 +1,181	+20%	+$267K	0.37%	72
2023 Q2	$1.17M	Buy	5,974 +72	+1%	+$14.3K	0.26%	162
2023 Q1	$1.2M	Buy	5,902 +233	+4%	+$51.2K	0.3%	142
2022 Q4	$1.23M	Buy	+5,669	New	+$1.29M	0.35%	116