Wolff Wiese Magana’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.59K | Hold |
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|
2025
Q2 | $11.6K | Sell |
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|
2025
Q1 | $11.4K | Hold |
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|
2024
Q4 | $12.8K | Hold |
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|
2024
Q3 | $12.1K | Hold |
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|
2024
Q2 | $11.2K | Sell |
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|
2024
Q1 | $12K | Hold |
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|
2023
Q4 | $11.2K | Hold |
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|
2023
Q3 | $9.14K | Hold |
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|
2023
Q2 | $7.65K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $76K | Sell |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $57K | Sell |
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|
2020
Q4 | $63K | Buy |
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