Wallace Advisory Group’s Morningstar MORN Stock Holding History

Wallace Advisory Group’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Sell
2025 Q2	$341K	Buy
2025 Q1	$364K	Buy
2024 Q4	$339K	Sell
2024 Q3	$338K	Hold
2024 Q2	$338K	Sell
2024 Q1	$342K	Buy
2023 Q4	$261K	Sell
2023 Q3	$236K	Buy