Wallace Advisory Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
1,136
+56
| +5% | +$16.8K | 0.25% | 119 |
|
|
2025
Q1 | $364K | Buy |
1,080
+19
| +2% | +$6.4K | 0.25% | 117 |
|
|
2024
Q4 | $339K | Sell |
1,061
-83
| -7% | -$26.5K | 0.23% | 121 |
|
|
2024
Q3 | $338K | Hold |
1,144
| – | – | 0.25% | 108 |
|
|
2024
Q2 | $338K | Sell |
1,144
-52
| -4% | -$15.4K | 0.24% | 109 |
|
|
2024
Q1 | $342K | Buy |
1,196
+82
| +7% | +$23.5K | 0.26% | 107 |
|
|
2023
Q4 | $261K | Sell |
1,114
-89
| -7% | -$20.8K | 0.2% | 120 |
|
|
2023
Q3 | $236K | Buy |
+1,203
| New | +$236K | 0.17% | 145 |
|