Asset Management One’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $7.78M | Sell |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $11M | Sell |
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|
2023
Q3 | $9M | Sell |
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|
2023
Q2 | $8.04M | Sell |
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|
2023
Q1 | $8.38M | Sell |
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|
2022
Q4 | $11.1M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $7.25M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $3.24M | Sell |
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|
2018
Q2 | $4.75M | Buy |
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