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Whipplewood Advisors’s Morningstar MORN Stock Holding History

Whipplewood Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.65K Sell
18
-5
-22% -$1.57K ﹤0.01% 671
2025
Q1 		$5.4K Buy
23
+5
+28% +$1.17K ﹤0.01% 685
2024
Q4 		$6.06K Buy
+18
New +$6.06K ﹤0.01% 653