MAI Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $24.8K | Sell |
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|
2025
Q3 | $42.5K | Sell |
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|
2025
Q2 | $70.9K | Buy |
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|
2025
Q1 | $45.9K | Buy |
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|
2024
Q4 | $37.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $234K | Buy |
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