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SW Investment Management’s Morningstar MORN Stock Holding History

SW Investment Management’s Portfolio MORN Stock Details MORN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,000
Closed -$6M – 9
2025
Q1 		$6M Hold
20,000
– – 1.88% 8
2024
Q4 		$6.74M Buy
+20,000
New +$6.74M 1.58% 11