Motley Fool Asset 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	$1.65M	Sell	9,751 -588	-6%	-$109K	0.07%	151
2025 Q4	$2.25M	Sell	10,339 -8,216	-44%	-$1.78M	0.09%	146
2025 Q3	$4.3M	Buy	18,555 +6,802	+58%	+$1.81M	0.18%	111
2025 Q2	$3.69M	Sell	11,753 -3,557	-23%	-$1.05M	0.17%	109
2025 Q1	$4.59M	Sell	15,310 -486	-3%	-$153K	0.26%	83
2024 Q4	$5.32M	Buy	15,796 +1,362	+9%	+$465K	0.28%	75
2024 Q3	$4.57M	Buy	14,434 +237	+2%	+$73.6K	0.27%	84
2024 Q2	$4.23M	Sell	14,197 -588	-4%	-$174K	0.28%	77
2024 Q1	$4.56M	Sell	14,785 -392	-3%	-$113K	0.29%	76
2023 Q4	$4.34M	Sell	15,177 -343	-2%	-$89.4K	0.32%	73
2023 Q3	$3.64M	Sell	15,520 -441	-3%	-$99.6K	0.29%	74
2023 Q2	$3.13M	Buy	+15,961	New	+$3.16M	0.28%	72