CIBC Private Wealth Group’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 | $1.81M | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.88M | Hold |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $156K | Hold |
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|
2017
Q4 | $158K | Buy |
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