NewEdge Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18K | Hold |
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|
2025
Q2 | $24.3K | Buy |
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|
2025
Q1 | $23.2K | Hold |
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|
2024
Q4 | $26.1K | Hold |
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|
2024
Q3 | $24.7K | Hold |
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|
2024
Q2 | $22.9K | Sell |
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|
2024
Q1 | $28.1K | Buy |
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|
2023
Q4 | $22.1K | Hold |
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|
2023
Q3 | $18.1K | Hold |
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|
2023
Q2 | $15.1K | Hold |
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|
2023
Q1 | $15.6K | Sell |
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|
2022
Q4 | $123K | Buy |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $748K | Buy |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $371K | Buy |
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|
2019
Q4 | $269K | Buy |
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