West Paces Advisors’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 | – | Sell |
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|
2025
Q1 | $3K | Hold |
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|
2024
Q4 | $3.37K | Hold |
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|
2024
Q3 | $3.19K | Hold |
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|
2024
Q2 | $2.96K | Hold |
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|
2024
Q1 | $3.08K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.56K | Hold |
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|
2022
Q1 | $6.28K | Hold |
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|
2021
Q4 | $7.87K | Buy |
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|
2021
Q3 | $5.18K | Hold |
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|
2021
Q2 | $5.14K | Buy |
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