Ameritas Investment Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
5,168
-148
| -3% | -$46.5K | 0.05% | 415 |
|
|
2025
Q1 | $1.59M | Sell |
5,316
-95
| -2% | -$28.5K | 0.05% | 415 |
|
|
2024
Q4 | $1.82M | Sell |
5,411
-135
| -2% | -$45.5K | 0.06% | 370 |
|
|
2024
Q3 | $1.77M | Hold |
5,546
| – | – | 0.06% | 392 |
|
|
2024
Q2 | $1.64M | Sell |
5,546
-205
| -4% | -$60.6K | 0.06% | 394 |
|
|
2024
Q1 | $1.77M | Hold |
5,751
| – | – | 0.06% | 384 |
|
|
2023
Q4 | $1.65M | Sell |
5,751
-84
| -1% | -$24K | 0.06% | 385 |
|
|
2023
Q3 | $1.37M | Buy |
+5,835
| New | +$1.37M | 0.05% | 425 |
|