Holding/activity history for Morningstar Inc. (MORN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 6,196 | 0.01 | Reduce 23.16% | 0.00 | $319.08 |
| 2024 Q2 | 8,064 | 0.01 | Reduce 13.58% | 0.00 | $295.88 |
| 2024 Q1 | 9,331 | 0.01 | Reduce 32.31% | 0.00 | $308.33 |
| 2023 Q4 | 13,785 | 0.01 | Reduce 1.96% | 0.00 | $286.25 |
| 2023 Q3 | 14,061 | 0.01 | Add 150.11% | 0.01 | $234.26 |
| 2023 Q2 | 5,622 | 0.00 | Buy | 0.00 | $196.02 |