SJS Investment Consulting’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942 | Sell |
3
-2
| -40% | -$628 | ﹤0.01% | 880 |
|
|
2025
Q1 | $1.5K | Hold |
5
| – | – | ﹤0.01% | 847 |
|
|
2024
Q4 | $1.68K | Sell |
5
-1
| -17% | -$337 | ﹤0.01% | 789 |
|
|
2024
Q3 | $1.92K | Hold |
6
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $1.78K | Hold |
6
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $1.85K | Hold |
6
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $1.72K | Hold |
6
| – | – | ﹤0.01% | 723 |
|
|
2023
Q3 | $1.41K | Buy |
6
+2
| +50% | +$469 | ﹤0.01% | 782 |
|
|
2023
Q2 | $785 | Buy |
4
+3
| +300% | +$589 | ﹤0.01% | 994 |
|
|
2023
Q1 | $204 | Sell |
1
-7
| -88% | -$1.43K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $1.73K | Buy |
8
+4
| +100% | +$867 | ﹤0.01% | 691 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 822 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 603 |
|