Marks Group Wealth 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
Q2 | $8.16M | Buy |
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|
2025
Q1 | $7.74M | Buy |
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|
2024
Q4 | $8.51M | Buy |
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|
2024
Q3 | $8.01M | Buy |
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|
2024
Q2 | $7.3M | Buy |
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|
2024
Q1 | $7.51M | Buy |
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|
2023
Q4 | $6.88M | Sell |
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|
2023
Q3 | $5.68M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $5.02M | Buy |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.91M | Sell |
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|
2022
Q1 | $4.52M | Buy |
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|
2021
Q4 | $5.36M | Sell |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $4.2M | Sell |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.58M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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