Morningstar shares owned by BCGM Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by BCGM Wealth Management
from 13F filings
Historical chart of BCGM Wealth Management investment in Morningstar
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All positions including Morningstar held by BCGM Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.4M | 4.5k | 308.38 |
2023-12-31 | $1.2M | 4.3k | 286.24 |
2023-09-30 | $992k | 4.2k | 234.24 |
2023-06-30 | $767k | 3.9k | 196.07 |
2023-03-31 | $721k | 3.6k | 203.03 |
2022-12-31 | $752k | 3.5k | 216.59 |
2022-09-30 | $914k | 3.9k | 232.57 |
2022-06-30 | $932k | 3.6k | 255.48 |
2022-03-31 | $912k | 3.6k | 253.26 |
2021-12-31 | $1.1M | 3.2k | 341.87 |
2021-09-30 | $964k | 3.0k | 316.79 |
2021-06-30 | $666k | 2.6k | 252.75 |
2021-03-31 | $549k | 2.3k | 235.62 |
2020-12-31 | $466k | 1.9k | 248.00 |