Morningstar shares owned by Precision Wealth Strategies
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Precision Wealth Strategies
from 13F filings
Historical chart of Precision Wealth Strategies investment in Morningstar
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Quarterly reported holdings in Morningstar by Precision Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $798k | 2.5k | 319.12 |
| 2024-06-30 | $721k | 2.4k | 295.85 |
| 2024-03-31 | $655k | 2.1k | 308.37 |
| 2023-12-31 | $449k | 1.6k | 286.24 |
| 2023-09-30 | $360k | 1.5k | 234.24 |
| 2023-06-30 | $211k | 1.1k | 196.07 |
| 2022-12-31 | $531k | 2.5k | 216.59 |
| 2022-09-30 | $536k | 2.5k | 214.74 |
| 2022-06-30 | $603k | 2.6k | 227.63 |
| 2022-03-31 | $669k | 2.4k | 273.17 |
| 2021-12-31 | $921k | 2.7k | 342.00 |
| 2021-09-30 | $627k | 2.4k | 259.09 |
| 2021-06-30 | $487k | 1.9k | 256.99 |
| 2021-03-31 | $371k | 1.6k | 225.26 |
| 2020-12-31 | $290k | 1.3k | 231.63 |
More positions owned by Precision Wealth Strategies
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