Wealth Enhancement Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $885K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $776K | Buy |
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