NewEdge Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
78
+1
| +1% | +$312 | ﹤0.01% | 2879 |
|
|
2025
Q1 | $23.2K | Hold |
77
| – | – | ﹤0.01% | 2812 |
|
|
2024
Q4 | $26.1K | Hold |
77
| – | – | ﹤0.01% | 2728 |
|
|
2024
Q3 | $24.7K | Hold |
77
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q2 | $22.9K | Sell |
77
-14
| -15% | -$4.16K | ﹤0.01% | 2588 |
|
|
2024
Q1 | $28.1K | Buy |
91
+14
| +18% | +$4.33K | ﹤0.01% | 2498 |
|
|
2023
Q4 | $22.1K | Hold |
77
| – | – | ﹤0.01% | 2538 |
|
|
2023
Q3 | $18.1K | Hold |
77
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q2 | $15.1K | Hold |
77
| – | – | ﹤0.01% | 2468 |
|
|
2023
Q1 | $15.6K | Sell |
77
-3,534
| -98% | -$717K | ﹤0.01% | 2424 |
|
|
2022
Q4 | $123K | Buy |
3,611
+661
| +22% | +$22.6K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $626K | Buy |
+2,950
| New | +$626K | 0.01% | 861 |
|
|
2022
Q1 | – | Sell |
-914
| Closed | -$313K | – | 1439 |
|
|
2021
Q4 | $313K | Buy |
914
+40
| +5% | +$13.7K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $226K | Buy |
874
+30
| +4% | +$7.76K | 0.01% | 1007 |
|
|
2021
Q2 | $217K | Buy |
+844
| New | +$217K | 0.01% | 1022 |
|
|
2020
Q4 | – | Sell |
-4,654
| Closed | -$748K | – | 1051 |
|
|
2020
Q3 | $748K | Buy |
4,654
+259
| +6% | +$41.6K | 0.03% | 456 |
|
|
2020
Q2 | $620K | Buy |
4,395
+1,203
| +38% | +$170K | 0.02% | 481 |
|
|
2020
Q1 | $371K | Buy |
3,192
+1,413
| +79% | +$164K | 0.02% | 541 |
|
|
2019
Q4 | $269K | Buy |
+1,779
| New | +$269K | 0.01% | 688 |
|