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&Partners’s Morningstar MORN Stock Holding History

&Partners’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$976K Buy
3,109
+157
+5% +$49.3K 0.01% 989
2025
Q1 		$874K Buy
2,952
+285
+11% +$84.4K 0.01% 883
2024
Q4 		$901K Buy
2,667
+1,419
+114% +$480K 0.01% 812
2024
Q3 		$398K Buy
+1,248
New +$398K 0.01% 966