Martin Capital Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
4,202
| – | – | 0.86% | 27 |
|
|
2025
Q1 | $1.26M | Sell |
4,202
-250
| -6% | -$75K | 0.9% | 29 |
|
|
2024
Q4 | $1.5M | Hold |
4,452
| – | – | 0.97% | 28 |
|
|
2024
Q3 | $1.42M | Buy |
4,452
+70
| +2% | +$22.3K | 1.01% | 26 |
|
|
2024
Q2 | $1.3M | Buy |
4,382
+26
| +0.6% | +$7.69K | 0.97% | 26 |
|
|
2024
Q1 | $1.34M | Hold |
4,356
| – | – | 1.05% | 27 |
|
|
2023
Q4 | $1.25M | Buy |
4,356
+77
| +2% | +$22K | 1.05% | 26 |
|
|
2023
Q3 | $1M | Buy |
4,279
+200
| +5% | +$46.8K | 0.98% | 28 |
|
|
2023
Q2 | $800K | Hold |
4,079
| – | – | 0.73% | 33 |
|
|
2023
Q1 | $828K | Sell |
4,079
-360
| -8% | -$73.1K | 0.86% | 28 |
|
|
2022
Q4 | $961K | Buy |
4,439
+455
| +11% | +$98.5K | 1.07% | 26 |
|
|
2022
Q3 | $846K | Sell |
3,984
-750
| -16% | -$159K | 1.24% | 24 |
|
|
2022
Q2 | $1.15M | Hold |
4,734
| – | – | 1.01% | 26 |
|
|
2022
Q1 | $1.29M | Buy |
4,734
+35
| +0.7% | +$9.56K | 0.89% | 30 |
|
|
2021
Q4 | $1.61M | Buy |
+4,699
| New | +$1.61M | 0.99% | 31 |
|