Nancy E. Dempze’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Hold	1,494	–	–	0.27%	61
2025 Q1	$448K	Hold	1,494	–	–	0.27%	65
2024 Q4	$503K	Sell	1,494 -1,000	-40%	-$337K	0.29%	64
2024 Q3	$796K	Buy	+2,494	New	+$796K	0.44%	54