SJS Investment Consulting’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23K	Sell	25 -246	-91%	-$45.7K	﹤0.01%	1086
2025 Q4	$58.9K	Buy	271 +269	+13,450%	+$58.3K	0.01%	300
2025 Q3	$465	Sell	2 -1	-33%	-$267	﹤0.01%	1256
2025 Q2	$942	Sell	3 -2	-40%	-$592	﹤0.01%	880
2025 Q1	$1.5K	Hold	5	–	–	﹤0.01%	847
2024 Q4	$1.68K	Sell	5 -1	-17%	-$341	﹤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%	+$452	﹤0.01%	782
2023 Q2	$785	Buy	4 +3	+300%	+$594	﹤0.01%	994
2023 Q1	$204	Sell	1 -7	-88%	-$1.54K	﹤0.01%	1356
2022 Q4	$1.73K	Buy	8 +4	+100%	+$912	﹤0.01%	691
2022 Q3	$1K	Buy	+4	New	+$951	﹤0.01%	822
2022 Q1	$1K	Buy	+2	New	+$565	﹤0.01%	605