Cerity Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,270
-1,156
| -21% | -$363K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $1.63M | Buy |
5,426
+798
| +17% | +$239K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $1.48M | Sell |
4,628
-1,690
| -27% | -$540K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $2.02M | Buy |
6,318
+915
| +17% | +$292K | ﹤0.01% | 1087 |
|
|
2024
Q2 | $1.6M | Sell |
5,403
-5,261
| -49% | -$1.56M | ﹤0.01% | 1015 |
|
|
2024
Q1 | $3.29M | Buy |
10,664
+7,635
| +252% | +$2.35M | 0.01% | 790 |
|
|
2023
Q4 | $867K | Buy |
+3,029
| New | +$867K | ﹤0.01% | 1035 |
|
|
2023
Q3 | – | Sell |
-4,476
| Closed | -$878K | – | 1596 |
|
|
2023
Q2 | $878K | Buy |
4,476
+1,467
| +49% | +$288K | ﹤0.01% | 966 |
|
|
2023
Q1 | $611K | Sell |
3,009
-46
| -2% | -$9.34K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $662K | Sell |
3,055
-4,232
| -58% | -$917K | ﹤0.01% | 824 |
|
|
2022
Q3 | $1.55M | Sell |
7,287
-363
| -5% | -$77.1K | 0.02% | 421 |
|
|
2022
Q2 | $1.85M | Buy |
7,650
+1,382
| +22% | +$334K | 0.02% | 421 |
|
|
2022
Q1 | $1.71M | Buy |
6,268
+5,534
| +754% | +$1.51M | 0.03% | 353 |
|
|
2021
Q4 | $250K | Buy |
+734
| New | +$250K | ﹤0.01% | 850 |
|