Atria Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $362K | Sell |
2,139
-158
| -7% | -$29.4K | ﹤0.01% | 1634 |
|
|
2025
Q4 | $499K | Sell |
2,297
-439
| -16% | -$95.1K | 0.01% | 1445 |
|
|
2025
Q3 | $635K | Sell |
2,736
-207
| -7% | -$55.2K | 0.01% | 1299 |
|
|
2025
Q2 | $924K | Sell |
2,943
-14
| -0.5% | -$4.14K | 0.01% | 1079 |
|
|
2025
Q1 | $887K | Sell |
2,957
-297
| -9% | -$93.5K | 0.01% | 1047 |
|
|
2024
Q4 | $1.1M | Sell |
3,254
-275
| -8% | -$93.9K | 0.01% | 926 |
|
|
2024
Q3 | $1.13M | Sell |
3,529
-2,174
| -38% | -$676K | 0.01% | 911 |
|
|
2024
Q2 | $1.69M | Sell |
5,703
-2,565
| -31% | -$759K | 0.02% | 709 |
|
|
2024
Q1 | $2.55M | Sell |
8,268
-467
| -5% | -$135K | 0.04% | 564 |
|
|
2023
Q4 | $2.5M | Sell |
8,735
-2,820
| -24% | -$735K | 0.04% | 519 |
|
|
2023
Q3 | $2.71M | Buy |
11,555
+567
| +5% | +$128K | 0.05% | 459 |
|
|
2023
Q2 | $2.15M | Buy |
10,988
+2,511
| +30% | +$497K | 0.04% | 520 |
|
|
2023
Q1 | $1.72M | Buy |
8,477
+837
| +11% | +$184K | 0.03% | 585 |
|
|
2022
Q4 | $1.65M | Sell |
7,640
-378
| -5% | -$86.2K | 0.03% | 577 |
|
|
2022
Q3 | $1.7M | Sell |
8,018
-1,748
| -18% | -$416K | 0.04% | 542 |
|
|
2022
Q2 | $2.36M | Sell |
9,766
-1,933
| -17% | -$487K | 0.05% | 445 |
|
|
2022
Q1 | $3.2M | Buy |
11,699
+2,132
| +22% | +$603K | 0.06% | 408 |
|
|
2021
Q4 | $3.27M | Sell |
9,567
-2,093
| -18% | -$648K | 0.06% | 393 |
|
|
2021
Q3 | $3.02M | Sell |
11,660
-3,681
| -24% | -$967K | 0.05% | 389 |
|
|
2021
Q2 | $3.94M | Buy |
15,341
+926
| +6% | +$225K | 0.08% | 295 |
|
|
2021
Q1 | $3.24M | Buy |
14,415
+1,044
| +8% | +$245K | 0.07% | 317 |
|
|
2020
Q4 | $3.1M | Buy |
13,371
+352
| +3% | +$69.9K | 0.07% | 294 |
|
|
2020
Q3 | $2.09M | Buy |
13,019
+526
| +4% | +$83.1K | 0.06% | 331 |
|
|
2020
Q2 | $1.76M | Buy |
+12,493
| New | +$1.76M | 0.06% | 342 |
|
|
2020
Q1 | – | Sell |
-12,104
| Closed | -$1.83M | – | 949 |
|
|
2019
Q4 | $1.83M | Buy |
12,104
+140
| +1% | +$21.5K | 0.05% | 337 |
|
|
2019
Q3 | $1.75M | Buy |
11,964
+1,596
| +15% | +$246K | 0.06% | 264 |
|
|
2019
Q2 | $1.6M | Buy |
10,368
+1,936
| +23% | +$267K | 0.06% | 274 |
|
|
2019
Q1 | $1.06M | Buy |
8,432
+2,985
| +55% | +$359K | 0.04% | 342 |
|
|
2018
Q4 | $598K | Buy |
5,447
+1,003
| +23% | +$118K | 0.03% | 442 |
|
|
2018
Q3 | $559K | Buy |
4,444
+1,516
| +52% | +$204K | 0.02% | 563 |
|
|
2018
Q2 | $376K | Buy |
2,928
+303
| +12% | +$34.7K | 0.02% | 662 |
|
|
2018
Q1 | $251K | Buy |
2,625
+534
| +26% | +$51.3K | 0.01% | 733 |
|
|
2017
Q4 | $203K | Buy |
+2,091
| New | +$188K | 0.01% | 771 |
|
Other funds holding MORN
VPM
VCM
