PWS
Precision Wealth Strategies’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
2,991
+199
| +7% | +$62.5K | 0.3% | 63 |
|
|
2025
Q1 | $837K | Buy |
2,792
+228
| +9% | +$68.4K | 0.64% | 26 |
|
|
2024
Q4 | $863K | Buy |
2,564
+65
| +3% | +$21.9K | 0.67% | 24 |
|
|
2024
Q3 | $797K | Buy |
2,499
+63
| +3% | +$20.1K | 0.74% | 24 |
|
|
2024
Q2 | $721K | Buy |
2,436
+313
| +15% | +$92.6K | 0.74% | 28 |
|
|
2024
Q1 | $655K | Buy |
2,123
+554
| +35% | +$171K | 0.62% | 30 |
|
|
2023
Q4 | $449K | Buy |
1,569
+31
| +2% | +$8.87K | 0.44% | 37 |
|
|
2023
Q3 | $360K | Buy |
1,538
+462
| +43% | +$108K | 0.39% | 43 |
|
|
2023
Q2 | $211K | Buy |
+1,076
| New | +$211K | 0.35% | 58 |
|
|
2023
Q1 | – | Sell |
-2,452
| Closed | -$531K | – | 98 |
|
|
2022
Q4 | $531K | Sell |
2,452
-44
| -2% | -$9.53K | 0.55% | 34 |
|
|
2022
Q3 | $536K | Sell |
2,496
-153
| -6% | -$32.9K | 0.47% | 42 |
|
|
2022
Q2 | $603K | Buy |
2,649
+200
| +8% | +$45.5K | 0.47% | 41 |
|
|
2022
Q1 | $669K | Sell |
2,449
-244
| -9% | -$66.7K | 0.4% | 49 |
|
|
2021
Q4 | $921K | Buy |
2,693
+273
| +11% | +$93.4K | 0.66% | 29 |
|
|
2021
Q3 | $627K | Buy |
2,420
+525
| +28% | +$136K | 0.48% | 46 |
|
|
2021
Q2 | $487K | Buy |
1,895
+248
| +15% | +$63.7K | 0.42% | 40 |
|
|
2021
Q1 | $371K | Buy |
1,647
+395
| +32% | +$89K | 0.36% | 43 |
|
|
2020
Q4 | $290K | Buy |
+1,252
| New | +$290K | 0.31% | 39 |
|