Planning Alternatives’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
2,392
-15
| -0.6% | -$4.71K | 0.1% | 38 |
|
|
2025
Q1 | $722K | Buy |
2,407
+153
| +7% | +$45.9K | 0.11% | 36 |
|
|
2024
Q4 | $759K | Hold |
2,254
| – | – | 0.12% | 31 |
|
|
2024
Q3 | $719K | Buy |
2,254
+49
| +2% | +$15.6K | 0.11% | 33 |
|
|
2024
Q2 | $652K | Hold |
2,205
| – | – | 0.11% | 32 |
|
|
2024
Q1 | $680K | Hold |
2,205
| – | – | 0.11% | 31 |
|
|
2023
Q4 | $631K | Hold |
2,205
| – | – | 0.11% | 30 |
|
|
2023
Q3 | $517K | Hold |
2,205
| – | – | 0.1% | 32 |
|
|
2023
Q2 | $432K | Sell |
2,205
-65
| -3% | -$12.7K | 0.08% | 32 |
|
|
2023
Q1 | $461K | Hold |
2,270
| – | – | 0.09% | 32 |
|
|
2022
Q4 | $492K | Hold |
2,270
| – | – | 0.09% | 32 |
|
|
2022
Q3 | $482K | Hold |
2,270
| – | – | 0.1% | 30 |
|
|
2022
Q2 | $549K | Buy |
+2,270
| New | +$549K | 0.1% | 30 |
|