Morningstar shares owned by CWM
Historical chart of CWM investment in Morningstar
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Quarterly reported holdings in Morningstar by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 11k | 232.03 |
| 2025-06-30 | $1.3M | 4.3k | 313.94 |
| 2025-03-31 | $375k | 1.2k | 300.24 |
| 2024-12-31 | $383k | 1.1k | 336.56 |
| 2024-09-30 | $358k | 1.1k | 319.36 |
| 2024-06-30 | $331k | 1.1k | 295.54 |
| 2024-03-31 | $341k | 1.1k | 308.04 |
| 2023-12-31 | $93k | 324 | 287.04 |
| 2023-09-30 | $67k | 284 | 235.92 |
| 2023-06-30 | $39k | 199 | 195.98 |
| 2023-03-31 | $59k | 293 | 201.37 |
| 2022-12-31 | $48k | 221 | 217.19 |
| 2022-09-30 | $130k | 612 | 212.42 |
| 2022-06-30 | $247k | 1.0k | 241.68 |
| 2022-03-31 | $192k | 703 | 273.12 |
| 2021-12-31 | $141k | 413 | 341.40 |
| 2021-06-30 | $4.0k | 14 | 285.71 |
| 2021-03-31 | $5.0k | 22 | 227.27 |
| 2020-12-31 | $4.0k | 14 | 285.71 |
| 2020-09-30 | $4.0k | 14 | 285.71 |
| 2020-06-30 | $4.0k | 14 | 285.71 |
| 2020-03-31 | $4.0k | 14 | 285.71 |
| 2019-12-31 | $4.0k | 14 | 285.71 |
| 2019-09-30 | $4.0k | 14 | 285.71 |
| 2019-06-30 | $4.0k | 14 | 285.71 |
| 2019-03-31 | $4.0k | 14 | 285.71 |