Precision Wealth Strategies’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 | – | Sell |
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|
2025
Q2 | $939K | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $863K | Buy |
|
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|
2024
Q3 | $797K | Buy |
|
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|
2024
Q2 | $721K | Buy |
|
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|
2024
Q1 | $655K | Buy |
|
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $211K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $921K | Buy |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $290K | Buy |
|