Cerity Partners’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 | $1.66M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $3.29M | Buy |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $611K | Sell |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $250K | Buy |
|