CIBC Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $359K | Hold |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Buy |
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