Venturi Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-122
| Closed | -$41.1K | – | 1347 |
|
|
2024
Q4 | $41.1K | Buy |
122
+1
| +0.8% | +$337 | ﹤0.01% | 1078 |
|
|
2024
Q3 | $38.6K | Buy |
121
+61
| +102% | +$19.5K | ﹤0.01% | 837 |
|
|
2024
Q2 | $17.8K | Buy |
60
+36
| +150% | +$10.7K | ﹤0.01% | 966 |
|
|
2024
Q1 | $7.4K | Buy |
24
+3
| +14% | +$925 | ﹤0.01% | 993 |
|
|
2023
Q4 | $6.01K | Buy |
21
+1
| +5% | +$286 | ﹤0.01% | 991 |
|
|
2023
Q3 | $4.69K | Hold |
20
| – | – | ﹤0.01% | 998 |
|
|
2023
Q2 | $3.92K | Buy |
20
+7
| +54% | +$1.37K | ﹤0.01% | 795 |
|
|
2023
Q1 | $2.64K | Buy |
+13
| New | +$2.64K | ﹤0.01% | 954 |
|