Motley Fool Wealth 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 | $6.18M | Sell |
19,701
-2,082
| -10% | -$654K | 0.37% | 85 |
|
|
2025
Q1 | $6.53M | Sell |
21,783
-1,948
| -8% | -$584K | 0.39% | 86 |
|
|
2024
Q4 | $7.94M | Sell |
23,731
-734
| -3% | -$246K | 0.41% | 83 |
|
|
2024
Q3 | $7.81M | Sell |
24,465
-343
| -1% | -$109K | 0.39% | 89 |
|
|
2024
Q2 | $7.34M | Buy |
24,808
+1,022
| +4% | +$303K | 0.37% | 84 |
|
|
2024
Q1 | $7.34M | Sell |
23,786
-223
| -0.9% | -$68.8K | 0.38% | 81 |
|
|
2023
Q4 | $6.85M | Sell |
24,009
-226
| -0.9% | -$64.5K | 0.36% | 85 |
|
|
2023
Q3 | $5.67M | Buy |
24,235
+58
| +0.2% | +$13.6K | 0.33% | 89 |
|
|
2023
Q2 | $4.74M | Buy |
+24,177
| New | +$4.74M | 0.28% | 91 |
|