MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CWM, LLC's Holding History (CIK: 0001535847)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,816 Value ($000) $3 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 10,878 Value ($000) $3 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 4,262 Value ($000) $1 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,249 Value ($000) $0 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,138 Value ($000) $0 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,121 Value ($000) $0 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,120 Value ($000) $0 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,107 Value ($000) $0 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 324 Value ($000) $0 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 284 Value ($000) $0 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 199 Value ($000) $0 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 293 Value ($000) $0 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 221 Value ($000) $0 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 612 Value ($000) $130 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,022 Value ($000) $247 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 703 Value ($000) $192 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 413 Value ($000) $141 Avg Close $309.54 Range $253.81 - $350.21
Q2 2021
Shares 14 Value ($000) $4 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 14 Value ($000) $4 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 14 Value ($000) $4 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 14 Value ($000) $4 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 14 Value ($000) $4 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 14 Value ($000) $4 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 14 Value ($000) $4 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 14 Value ($000) $4 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 14 Value ($000) $4 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 14 Value ($000) $4 Avg Close $120.22 Range $99.67 - $129.99