Motley Fool Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
11,753
-3,557
| -23% | -$1.12M | 0.17% | 109 |
|
|
2025
Q1 | $4.59M | Sell |
15,310
-486
| -3% | -$146K | 0.26% | 83 |
|
|
2024
Q4 | $5.32M | Buy |
15,796
+1,362
| +9% | +$459K | 0.28% | 75 |
|
|
2024
Q3 | $4.57M | Buy |
14,434
+237
| +2% | +$75K | 0.27% | 84 |
|
|
2024
Q2 | $4.23M | Sell |
14,197
-588
| -4% | -$175K | 0.28% | 77 |
|
|
2024
Q1 | $4.56M | Sell |
14,785
-392
| -3% | -$121K | 0.29% | 76 |
|
|
2023
Q4 | $4.34M | Sell |
15,177
-343
| -2% | -$98.2K | 0.32% | 73 |
|
|
2023
Q3 | $3.64M | Sell |
15,520
-441
| -3% | -$103K | 0.29% | 74 |
|
|
2023
Q2 | $3.13M | Buy |
+15,961
| New | +$3.13M | 0.28% | 72 |
|