Manchester 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
2026 Q1	$6.93K	Buy	41 +35	+583%	+$6.5K	﹤0.01%	842
2025 Q4	$1.3K	Hold	6	–	–	﹤0.01%	1093
2025 Q3	$1.39K	Hold	6	–	–	﹤0.01%	1117
2025 Q2	$1.88K	Hold	6	–	–	﹤0.01%	1005
2025 Q1	$1.8K	Buy	6 +1	+20%	+$315	﹤0.01%	1010
2024 Q4	$1.68K	Hold	5	–	–	﹤0.01%	1005
2024 Q3	$1.6K	Hold	5	–	–	﹤0.01%	1006
2024 Q2	$1.48K	Hold	5	–	–	﹤0.01%	982
2024 Q1	$1.54K	Hold	5	–	–	﹤0.01%	848
2023 Q4	$1.43K	Hold	5	–	–	﹤0.01%	836
2023 Q3	$1.17K	Sell	5 -1	-17%	-$226	﹤0.01%	822
2023 Q2	$1.18K	Hold	6	–	–	﹤0.01%	795
2023 Q1	$1.22K	Buy	+6	New	+$1.32K	﹤0.01%	882