Disciplined Investments, LLC Morningstar, Inc. Transaction History

Disciplined Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$172.03 - $209.11 $172 - $209	-1 Reduced 14.29%	6 $1,000
Q1 2023 May 10, 2023	BUY	$181.22 - $256.64 $181 - $256	1 Added 16.67%	7 $1,000
Q4 2022 Feb 01, 2023	SELL	$209.09 - $249.98 $627 - $749	-3 Reduced 33.33%	6 $1,000
Q3 2022 Nov 03, 2022	BUY	$209.97 - $260.0 $839 - $1,040	4 Added 80.0%	9 $2,000
Q2 2022 Aug 09, 2022	SELL	$223.6 - $291.12 $447 - $582	-2 Reduced 28.57%	5 $1,000
Q1 2022 Apr 22, 2022	BUY	$255.56 - $336.03 $1,788 - $2,352	7 New	7 $2,000

430

25.7M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $13.4B
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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