Baird Financial Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,503
| Closed | -$2.85M | – | 1824 |
|
|
2025
Q1 | $2.85M | Buy |
+9,503
| New | +$2.85M | 0.01% | 854 |
|
|
2024
Q3 | – | Sell |
-1,510
| Closed | -$447K | – | 1800 |
|
|
2024
Q2 | $447K | Buy |
1,510
+62
| +4% | +$18.3K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $447K | Sell |
1,448
-242
| -14% | -$74.6K | ﹤0.01% | 1431 |
|
|
2023
Q4 | $484K | Sell |
1,690
-307
| -15% | -$87.9K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $468K | Sell |
1,997
-25
| -1% | -$5.86K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $396K | Buy |
2,022
+76
| +4% | +$14.9K | ﹤0.01% | 1427 |
|
|
2023
Q1 | $395K | Buy |
1,946
+262
| +16% | +$53.2K | ﹤0.01% | 1403 |
|
|
2022
Q4 | $365K | Buy |
1,684
+286
| +20% | +$62K | ﹤0.01% | 1397 |
|
|
2022
Q3 | $297K | Buy |
+1,398
| New | +$297K | ﹤0.01% | 1471 |
|
|
2022
Q1 | – | Sell |
-768
| Closed | -$263K | – | 1888 |
|
|
2021
Q4 | $263K | Buy |
+768
| New | +$263K | ﹤0.01% | 1727 |
|