CIBC Private Wealth Group’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
5,777
-71
| -1% | -$22.3K | ﹤0.01% | 572 |
|
|
2025
Q1 | $1.49M | Buy |
5,848
+29
| +0.5% | +$7.4K | ﹤0.01% | 587 |
|
|
2024
Q4 | $1.88M | Sell |
5,819
-66
| -1% | -$21.3K | ﹤0.01% | 579 |
|
|
2024
Q3 | $1.88M | Hold |
5,885
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $1.76M | Buy |
5,885
+706
| +14% | +$211K | ﹤0.01% | 561 |
|
|
2024
Q1 | $1.59M | Buy |
5,179
+854
| +20% | +$262K | ﹤0.01% | 576 |
|
|
2023
Q4 | $1.24M | Sell |
4,325
-142
| -3% | -$40.6K | ﹤0.01% | 590 |
|
|
2023
Q3 | $1.05M | Buy |
4,467
+3,121
| +232% | +$731K | ﹤0.01% | 597 |
|
|
2023
Q2 | $264K | Sell |
1,346
-249
| -16% | -$48.8K | ﹤0.01% | 794 |
|
|
2023
Q1 | $324K | Hold |
1,595
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $314K | Hold |
1,595
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $339K | Buy |
1,595
+1
| +0.1% | +$213 | ﹤0.01% | 769 |
|
|
2022
Q2 | $386K | Sell |
1,594
-18
| -1% | -$4.36K | ﹤0.01% | 755 |
|
|
2022
Q1 | $440K | Buy |
1,612
+58
| +4% | +$15.8K | ﹤0.01% | 778 |
|
|
2021
Q4 | $531K | Buy |
1,554
+250
| +19% | +$85.4K | ﹤0.01% | 764 |
|
|
2021
Q3 | $338K | Hold |
1,304
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $335K | Hold |
1,304
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $293K | Hold |
1,304
| – | – | ﹤0.01% | 907 |
|
|
2020
Q4 | $302K | Hold |
1,304
| – | – | ﹤0.01% | 868 |
|
|
2020
Q3 | $209K | Buy |
+1,304
| New | +$209K | ﹤0.01% | 837 |
|
|
2020
Q1 | – | Sell |
-1,506
| Closed | -$228K | – | 899 |
|
|
2019
Q4 | $228K | Hold |
1,506
| – | – | ﹤0.01% | 852 |
|
|
2019
Q3 | $220K | Buy |
1,506
+18
| +1% | +$2.63K | ﹤0.01% | 847 |
|
|
2019
Q2 | $215K | Buy |
+1,488
| New | +$215K | ﹤0.01% | 876 |
|
|
2018
Q3 | – | Sell |
-1,480
| Closed | -$190K | – | 1417 |
|
|
2018
Q2 | $190K | Sell |
1,480
-150
| -9% | -$19.3K | ﹤0.01% | 931 |
|
|
2018
Q1 | $156K | Hold |
1,630
| – | – | ﹤0.01% | 953 |
|
|
2017
Q4 | $158K | Buy |
+1,630
| New | +$158K | ﹤0.01% | 962 |
|