Procyon Advisors’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 | $416K | Hold |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $183K | Buy |
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