Glassman Wealth Services Morningstar, Inc. Transaction History

Glassman Wealth Services

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$172.03 - $209.11 $688 - $836	-4 Reduced 66.67%	2 $0
Q1 2023 May 04, 2023	BUY	$181.22 - $256.64 $362 - $513	2 Added 50.0%	6 $1,000
Q4 2022 Feb 06, 2023	SELL	$209.09 - $249.98 $627 - $749	-3 Reduced 42.86%	4 $0
Q3 2022 Nov 09, 2022	SELL	$209.97 - $260.0 $1,049 - $1,300	-5 Reduced 41.67%	7 $1,000
Q2 2022 Aug 04, 2022	SELL	$223.6 - $291.12 $223 - $291	-1 Reduced 7.69%	12 $3,000
Q1 2022 Apr 14, 2022	BUY	$255.56 - $336.03 $2,300 - $3,024	9 Added 225.0%	13 $4,000
Q2 2020 Aug 06, 2020	BUY	$110.6 - $155.96 $442 - $623	4 New	4 $1,000

436

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 $14B
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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