Morris Financial Concepts, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025
Number of Shares
16,594
Previous 14,749 12.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
1,845 Added 12.51%
16,594 $0
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
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