Wealth Enhancement Advisory Services
MORN icon

Wealth Enhancement Advisory Services’s Morningstar MORN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Sell
7,608
-3,592
-32% -$667K ﹤0.01% 1638
2025
Q4 		$2.42M Buy
11,200
+5,759
+106% +$1.25M ﹤0.01% 1411
2025
Q3 		$1.23M Buy
5,441
+2,016
+59% +$537K ﹤0.01% 1735
2025
Q2 		$1.07M Buy
3,425
+1,623
+90% +$480K ﹤0.01% 1715
2025
Q1 		$540K Buy
1,802
+159
+10% +$50.1K ﹤0.01% 2005
2024
Q4 		$553K Buy
1,643
+191
+13% +$65.2K ﹤0.01% 1922
2024
Q3 		$463K Sell
1,452
-3
-0.2% -$932 ﹤0.01% 1875
2024
Q2 		$430K Sell
1,455
-104
-7% -$30.8K ﹤0.01% 1736
2024
Q1 		$481K Buy
1,559
+47
+3% +$13.5K ﹤0.01% 1612
2023
Q4 		$433K Sell
1,512
-288
-16% -$75K ﹤0.01% 1602
2023
Q3 		$422K Buy
+1,800
New +$406K ﹤0.01% 1531
2018
Q4 		– Sell
-7,692
Closed -$885K – 195
2018
Q3 		$885K Buy
+7,692
New +$1.04M 0.05% 126
2017
Q2 		– Sell
-10,016
Closed -$776K – 173
2017
Q1 		$776K Buy
+10,016
New +$779K 0.08% 120

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VPM
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VCM
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Select Equity Group
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