Morris Financial Concepts, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025
Number of Shares
14,749
Previous 12,496 18.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
2,253 Added 18.03%
14,749 $0
Q4 2024

Jan 29, 2025
BUY
N/A
505 Added 4.21%
12,496 $0
Q3 2024

Oct 30, 2024
SELL
N/A
-306 Reduced 2.49%
11,991 $0
Q2 2024

Jul 29, 2024
BUY
N/A
315 Added 2.63%
12,297 $0
Q1 2024

Apr 18, 2024
BUY
N/A
155 Added 1.31%
11,982 $0
Q4 2023

Jan 29, 2024
BUY
N/A
11,827 New
11,827 $0
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email