Planning Alternatives’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 | $555K | Hold |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $759K | Hold |
|
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|
2024
Q3 | $719K | Buy |
|
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|
2024
Q2 | $652K | Hold |
|
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|
2024
Q1 | $680K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $549K | Buy |
|