Morningstar shares owned by Bard Financial Services
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Morningstar
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Quarterly reported holdings in Morningstar by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $308k | 1.0k | 308.37 |
| 2023-12-31 | $286k | 1.0k | 286.24 |
| 2023-09-30 | $234k | 1.0k | 234.24 |
| 2023-03-31 | $203k | 1.0k | 203.03 |
| 2022-12-31 | $217k | 1.0k | 217.00 |
| 2022-09-30 | $212k | 1.0k | 212.00 |
| 2022-06-30 | $242k | 1.0k | 242.00 |
| 2022-03-31 | $273k | 1.0k | 273.00 |
| 2021-12-31 | $342k | 1.0k | 342.00 |
| 2021-09-30 | $259k | 1.0k | 259.00 |
| 2021-06-30 | $257k | 1.0k | 257.00 |
| 2021-03-31 | $225k | 1.0k | 225.00 |
| 2020-12-31 | $232k | 1.0k | 232.00 |
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