Campbell & Co Investment Adviser’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,046
+3,721
| +112% | +$1.17M | 0.14% | 223 |
|
|
2025
Q1 | $997K | Buy |
+3,325
| New | +$997K | 0.08% | 431 |
|
|
2024
Q4 | – | Sell |
-8,867
| Closed | -$2.83M | – | 1247 |
|
|
2024
Q3 | $2.83M | Buy |
+8,867
| New | +$2.83M | 0.21% | 106 |
|
|
2024
Q2 | – | Sell |
-4,120
| Closed | -$1.27M | – | 1243 |
|
|
2024
Q1 | $1.27M | Sell |
4,120
-4,429
| -52% | -$1.37M | 0.11% | 300 |
|
|
2023
Q4 | $2.45M | Buy |
+8,549
| New | +$2.45M | 0.22% | 85 |
|
|
2023
Q3 | – | Sell |
-2,805
| Closed | -$550K | – | 1104 |
|
|
2023
Q2 | $550K | Buy |
+2,805
| New | +$550K | 0.1% | 385 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$337K | – | 742 |
|
|
2021
Q3 | $337K | Buy |
+1,300
| New | +$337K | 0.11% | 337 |
|