Bcgm Wealth Management, LLC Morningstar, Inc. Transaction History

Bcgm Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$282.65 - $315.06 $11,306 - $12,602	-40 Reduced 0.89%	4,460 $1.32 Million
Q1 2024 May 07, 2024	BUY	$272.04 - $310.74 $52,231 - $59,662	192 Added 4.46%	4,500 $1.39 Million
Q4 2023 Feb 08, 2024	BUY	$220.07 - $288.88 $16,065 - $21,088	73 Added 1.72%	4,308 $1.23 Million
Q3 2023 Nov 08, 2023	BUY	$194.0 - $255.43 $62,662 - $82,503	323 Added 8.26%	4,235 $992,000
Q2 2023 Aug 07, 2023	BUY	$172.03 - $209.11 $61,758 - $75,070	359 Added 10.1%	3,912 $767,000
Q1 2023 May 02, 2023	BUY	$181.22 - $256.64 $14,316 - $20,274	79 Added 2.27%	3,553 $721,000
Q4 2022 Feb 07, 2023	SELL	$209.09 - $249.98 $95,345 - $113,990	-456 Reduced 11.6%	3,474 $752,000
Q3 2022 Nov 03, 2022	BUY	$209.97 - $260.0 $59,211 - $73,320	282 Added 7.73%	3,930 $914,000
Q2 2022 Aug 01, 2022	BUY	$223.6 - $291.12 $10,509 - $13,682	47 Added 1.31%	3,648 $932,000
Q1 2022 May 02, 2022	BUY	$255.56 - $336.03 $92,001 - $120,970	360 Added 11.11%	3,601 $983,000
Q4 2021 Feb 01, 2022	BUY	$255.01 - $346.61 $50,491 - $68,628	198 Added 6.51%	3,241 $1.11 Million
Q3 2021 Nov 01, 2021	BUY	$244.27 - $281.46 $99,662 - $114,835	408 Added 15.48%	3,043 $964,000
Q2 2021 Aug 02, 2021	BUY	$231.0 - $265.21 $70,455 - $80,889	305 Added 13.09%	2,635 $666,000
Q1 2021 Apr 21, 2021	BUY	$216.45 - $252.61 $97,618 - $113,927	451 Added 24.0%	2,330 $549,000
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $306,634 - $435,120	1,879 New	1,879 $466,000

429

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $15.1B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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