Wilmington Savings Fund Society’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-835
Closed -$250K 2104
2025
Q1
$250K Buy
835
+474
+131% +$142K ﹤0.01% 745
2024
Q4
$122K Buy
+361
New +$122K ﹤0.01% 982