Mather Group’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17	Closed	-$5.1K	–	1295
2025 Q1	$5.1K	Buy	+17	New	+$5.1K	﹤0.01%	1400
2024 Q2	–	Sell	-13	Closed	-$3.72K	–	2246
2024 Q1	$3.72K	Buy	+13	New	+$3.72K	﹤0.01%	1412