Pathstone Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
8,544
-58
| -0.7% | -$18.2K | 0.01% | 835 |
|
|
2025
Q1 | $2.58M | Buy |
8,602
+303
| +4% | +$90.9K | 0.01% | 837 |
|
|
2024
Q4 | $2.79M | Buy |
8,299
+37
| +0.4% | +$12.5K | 0.01% | 802 |
|
|
2024
Q3 | $2.64M | Sell |
8,262
-855
| -9% | -$273K | 0.01% | 835 |
|
|
2024
Q2 | $2.7M | Buy |
9,117
+822
| +10% | +$243K | 0.01% | 785 |
|
|
2024
Q1 | $2.56M | Buy |
8,295
+2,797
| +51% | +$862K | 0.01% | 795 |
|
|
2023
Q4 | $1.57M | Buy |
+5,498
| New | +$1.57M | 0.01% | 827 |
|