Wolff Wiese Magana’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Sell |
37
-1
| -3% | -$314 | 0.01% | 384 |
|
|
2025
Q1 | $11.4K | Hold |
38
| – | – | 0.01% | 382 |
|
|
2024
Q4 | $12.8K | Hold |
38
| – | – | 0.01% | 375 |
|
|
2024
Q3 | $12.1K | Hold |
38
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $11.2K | Sell |
38
-1
| -3% | -$296 | 0.01% | 302 |
|
|
2024
Q1 | $12K | Hold |
39
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $11.2K | Hold |
39
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $9.14K | Hold |
39
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $7.65K | Buy |
+39
| New | +$7.65K | 0.01% | 383 |
|
|
2022
Q4 | – | Sell |
-208
| Closed | -$44K | – | 900 |
|
|
2022
Q3 | $44K | Sell |
208
-2
| -1% | -$423 | 0.04% | 253 |
|
|
2022
Q2 | $51K | Sell |
210
-14
| -6% | -$3.4K | 0.04% | 250 |
|
|
2022
Q1 | $61K | Buy |
224
+3
| +1% | +$817 | 0.04% | 237 |
|
|
2021
Q4 | $76K | Sell |
221
-20
| -8% | -$6.88K | 0.05% | 229 |
|
|
2021
Q3 | $62K | Sell |
241
-9
| -4% | -$2.32K | 0.04% | 251 |
|
|
2021
Q2 | $64K | Sell |
250
-3
| -1% | -$768 | 0.05% | 250 |
|
|
2021
Q1 | $57K | Sell |
253
-18
| -7% | -$4.06K | 0.04% | 257 |
|
|
2020
Q4 | $63K | Buy |
+271
| New | +$63K | 0.05% | 231 |
|