Simon Quick 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 | $598K | Buy |
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|
2025
Q2 | $789K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $781K | Hold |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $776K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $90K | Sell |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $38K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $14K | Buy |
|