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	-2,991	Closed	-$939K	–	193
2025 Q2	$939K	Buy	2,991 +199	+7%	+$58.9K	0.3%	63
2025 Q1	$837K	Buy	2,792 +228	+9%	+$71.8K	0.64%	26
2024 Q4	$863K	Buy	2,564 +65	+3%	+$22.2K	0.67%	24
2024 Q3	$797K	Buy	2,499 +63	+3%	+$19.6K	0.74%	24
2024 Q2	$721K	Buy	2,436 +313	+15%	+$92.6K	0.74%	28
2024 Q1	$655K	Buy	2,123 +554	+35%	+$160K	0.62%	30
2023 Q4	$449K	Buy	1,569 +31	+2%	+$8.08K	0.44%	37
2023 Q3	$360K	Buy	1,538 +462	+43%	+$104K	0.39%	43
2023 Q2	$211K	Buy	+1,076	New	+$213K	0.35%	58
2023 Q1	–	Sell	-2,452	Closed	-$531K	–	98
2022 Q4	$531K	Sell	2,452 -44	-2%	-$10K	0.55%	34
2022 Q3	$536K	Sell	2,496 -153	-6%	-$36.4K	0.47%	42
2022 Q2	$603K	Buy	2,649 +200	+8%	+$50.4K	0.47%	41
2022 Q1	$669K	Sell	2,449 -244	-9%	-$69K	0.4%	49
2021 Q4	$921K	Buy	2,693 +273	+11%	+$84.5K	0.66%	29
2021 Q3	$627K	Buy	2,420 +525	+28%	+$138K	0.48%	46
2021 Q2	$487K	Buy	1,895 +248	+15%	+$60.2K	0.42%	40
2021 Q1	$371K	Buy	1,647 +395	+32%	+$92.6K	0.36%	43
2020 Q4	$290K	Buy	+1,252	New	+$249K	0.31%	39