WH
MORN icon

Willner & Heller’s Morningstar MORN Stock Holding History

Willner & Heller’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
Q1 		– Sell
-616
Closed -$207K – 155
2024
Q4 		$207K Buy
+616
New +$207K 0.18% 149
2022
Q2 		– Sell
-605
Closed -$207K – 127
2022
Q1 		$207K Buy
+605
New +$207K 0.25% 137