22 Ken Fisher Morningstar Trades
Ken Fisher's position in Morningstar is currently worth $6.94 Million. That's 0.00% of their equity portfolio (445th largest holding). The first Morningstar trade was made in Q3 2017. Since then Ken Fisher bought shares fourteen more times and sold shares on seven occasions. The stake costed the investor $2.93 Million, netting the investor a gain of 137% so far.
Avg closing price
Price range
Sold 19.3% shares (-5.51 Thousand shares)
Q4 2023
Avg closing price
$260.56
Price range
$220.07
-
$288.88
Increased shares by 10.3% (+2.66 Thousand shares)
Q2 2023
Avg closing price
$198.02
Price range
$172.03
-
$209.11
Increased shares by 1.6% (+417 shares)
Q1 2023
Avg closing price
$219.87
Price range
$181.22
-
$256.64
Sold 12.0% shares (-3.46 Thousand shares)
Q4 2022
Avg closing price
$227.96
Price range
$209.09
-
$249.98
Increased shares by 4.6% (+1.28 Thousand shares)
Q3 2022
Avg closing price
$237.81
Price range
$209.97
-
$260.00
Increased shares by 32.4% (+6.75 Thousand shares)
Q2 2022
Avg closing price
$252.01
Price range
$223.60
-
$291.12
Increased shares by 12.1% (+2.25 Thousand shares)
Q1 2022
Avg closing price
$282.62
Price range
$255.56
-
$336.03
Sold 23.8% shares (-5.8 Thousand shares)
Q4 2021
Avg closing price
$309.54
Price range
$255.01
-
$346.61
Increased shares by 0.5% (+115 shares)
Q2 2021
Avg closing price
$242.63
Price range
$231.00
-
$265.21
Sold 0.4% shares (-108 shares)
Q1 2021
Avg closing price
$234.34
Price range
$216.45
-
$252.61
Sold 7.1% shares (-1.86 Thousand shares)
Q4 2020
Avg closing price
$198.64
Price range
$163.19
-
$231.57
Increased shares by 0.6% (+153 shares)
Q3 2020
Avg closing price
$157.98
Price range
$146.02
-
$169.56
Increased shares by 4.1% (+1.02 Thousand shares)
Q2 2020
Avg closing price
$141.17
Price range
$110.60
-
$155.96
Increased shares by 7.3% (+1.71 Thousand shares)
Q1 2020
Avg closing price
$144.90
Price range
$107.02
-
$165.72
Sold 47.5% shares (-21.1 Thousand shares)
Q4 2019
Avg closing price
$153.53
Price range
$143.18
-
$162.37
Increased shares by 15.4% (+5.92 Thousand shares)
Q3 2019
Avg closing price
$153.95
Price range
$144.99
-
$161.58
Increased shares by 32.7% (+9.5 Thousand shares)
Q2 2019
Avg closing price
$138.03
Price range
$127.44
-
$148.32
Increased shares by 0.1% (+26 shares)
Q1 2019
Avg closing price
$120.22
Price range
$107.77
-
$127.22
Sold 30.3% shares (-12.6 Thousand shares)
Q3 2018
Avg closing price
$134.79
Price range
$125.90
-
$142.32
Increased shares by 9.7% (+3.68 Thousand shares)
Q1 2018
Avg closing price
$96.16
Price range
$90.49
-
$101.12
