Morningstar shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private Wealth Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18k | 83 | 217.30 |
| 2025-09-30 | $19k | 83 | 232.01 |
| 2025-06-30 | $26k | 83 | 313.93 |
| 2025-03-31 | $25k | 83 | 299.87 |
| 2024-12-31 | $28k | 83 | 336.76 |
| 2024-06-30 | $25k | 83 | 295.86 |
| 2024-03-31 | $26k | 83 | 308.37 |
| 2023-12-31 | $24k | 83 | 286.24 |
| 2023-09-30 | $19k | 83 | 234.24 |
| 2023-06-30 | $16k | 83 | 196.07 |
| 2023-03-31 | $17k | 83 | 203.02 |
| 2022-12-31 | $18k | 83 | 216.59 |
| 2022-09-30 | $18k | 83 | 216.87 |
| 2022-06-30 | $20k | 83 | 240.96 |
| 2022-03-31 | $23k | 83 | 277.11 |
| 2021-12-31 | $28k | 83 | 337.35 |
| 2021-09-30 | $21k | 83 | 253.01 |
| 2021-06-30 | $21k | 83 | 253.01 |
| 2021-03-31 | $19k | 83 | 228.92 |
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