B. Metzler seel. Sohn & Co’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 | – | Sell |
-5,410
| Closed | -$1.18M | – | 738 |
|
|
2025
Q4 | $1.18M | Buy |
5,410
+680
| +14% | +$147K | 0.01% | 518 |
|
|
2025
Q3 | $1.1M | Sell |
4,730
-3,358
| -42% | -$895K | 0.01% | 523 |
|
|
2025
Q2 | $2.54M | Sell |
8,088
-429
| -5% | -$127K | 0.02% | 330 |
|
|
2025
Q1 | $2.55M | Sell |
8,517
-252
| -3% | -$79.4K | 0.03% | 301 |
|
|
2024
Q4 | $2.95M | Sell |
8,769
-1,199
| -12% | -$409K | 0.03% | 273 |
|
|
2024
Q3 | $3.18M | Buy |
9,968
+1,185
| +13% | +$368K | 0.03% | 284 |
|
|
2024
Q2 | $2.6M | Buy |
8,783
+179
| +2% | +$53K | 0.03% | 322 |
|
|
2024
Q1 | $2.65M | Buy |
8,604
+92
| +1% | +$26.5K | 0.03% | 326 |
|
|
2023
Q4 | $2.44M | Buy |
8,512
+450
| +6% | +$117K | 0.03% | 323 |
|
|
2023
Q3 | $1.89M | Sell |
8,062
-7,402
| -48% | -$1.67M | 0.03% | 332 |
|
|
2023
Q2 | $3.03M | Buy |
15,464
+7,268
| +89% | +$1.44M | 0.04% | 294 |
|
|
2023
Q1 | $1.66M | Sell |
8,196
-1,431
| -15% | -$315K | 0.03% | 346 |
|
|
2022
Q4 | $2.09M | Buy |
9,627
+2,666
| +38% | +$608K | 0.04% | 289 |
|
|
2022
Q3 | $1.48M | Sell |
6,961
-353
| -5% | -$83.9K | 0.03% | 348 |
|
|
2022
Q2 | $1.77M | Sell |
7,314
-1,319
| -15% | -$332K | 0.03% | 324 |
|
|
2022
Q1 | $2.36M | Buy |
8,633
+9
| +0.1% | +$2.54K | 0.03% | 301 |
|
|
2021
Q4 | $2.95M | Sell |
8,624
-2,018
| -19% | -$625K | 0.04% | 261 |
|
|
2021
Q3 | $2.76M | Buy |
10,642
+789
| +8% | +$207K | 0.04% | 252 |
|
|
2021
Q2 | $2.53M | Sell |
9,853
-179
| -2% | -$43.4K | 0.04% | 257 |
|
|
2021
Q1 | $2.26M | Hold |
10,032
| – | – | 0.04% | 277 |
|
|
2020
Q4 | $2.3M | Buy |
+10,032
| New | +$1.99M | 0.04% | 244 |
|
Other funds holding MORN
VPM
VCM
