Seeds Investor’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Sell |
972
-648
| -40% | -$203K | 0.07% | 176 |
|
2025
Q1 | $486K | Sell |
1,620
-642
| -28% | -$193K | 0.14% | 106 |
|
2024
Q4 | $762K | Sell |
2,262
-8
| -0.4% | -$2.7K | 0.22% | 70 |
|
2024
Q3 | $724K | Sell |
2,270
-61
| -3% | -$19.5K | 0.27% | 71 |
|
2024
Q2 | $690K | Sell |
2,331
-85
| -4% | -$25.2K | 0.35% | 56 |
|
2024
Q1 | $745K | Sell |
2,416
-880
| -27% | -$271K | 0.69% | 39 |
|
2023
Q4 | $943K | Buy |
+3,296
| New | +$943K | 1.07% | 12 |
|