Williams Jones Wealth Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,600
| Closed | -$830K | – | 523 |
|
|
2024
Q3 | $830K | Hold |
2,600
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $769K | Hold |
2,600
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $802K | Hold |
2,600
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $744K | Buy |
2,600
+100
| +4% | +$28.6K | 0.01% | 286 |
|
|
2023
Q3 | $586K | Buy |
2,500
+650
| +35% | +$152K | 0.01% | 318 |
|
|
2023
Q2 | $363K | Buy |
+1,850
| New | +$363K | 0.01% | 397 |
|