Commerce Bank’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.14M | Sell |
10,015
-756
| -7% | -$237K | 0.02% | 406 |
|
2025
Q1 | $3.23M | Buy |
10,771
+605
| +6% | +$181K | 0.02% | 394 |
|
2024
Q4 | $3.42M | Sell |
10,166
-1,018
| -9% | -$343K | 0.02% | 387 |
|
2024
Q3 | $3.57M | Sell |
11,184
-500
| -4% | -$160K | 0.02% | 388 |
|
2024
Q2 | $3.46M | Sell |
11,684
-661
| -5% | -$196K | 0.02% | 373 |
|
2024
Q1 | $3.81M | Sell |
12,345
-224
| -2% | -$69.1K | 0.03% | 374 |
|
2023
Q4 | $3.6M | Sell |
12,569
-1,371
| -10% | -$392K | 0.03% | 368 |
|
2023
Q3 | $3.27M | Sell |
13,940
-273
| -2% | -$63.9K | 0.03% | 363 |
|
2023
Q2 | $2.79M | Buy |
14,213
+183
| +1% | +$35.9K | 0.02% | 400 |
|
2023
Q1 | $2.85M | Buy |
14,030
+57
| +0.4% | +$11.6K | 0.02% | 383 |
|
2022
Q4 | $3.03M | Hold |
13,973
| – | – | 0.02% | 376 |
|
2022
Q3 | $2.97M | Sell |
13,973
-48
| -0.3% | -$10.2K | 0.03% | 378 |
|
2022
Q2 | $3.39M | Buy |
14,021
+225
| +2% | +$54.4K | 0.03% | 351 |
|
2022
Q1 | $3.77M | Buy |
13,796
+106
| +0.8% | +$29K | 0.03% | 371 |
|
2021
Q4 | $4.68M | Sell |
13,690
-4,820
| -26% | -$1.65M | 0.03% | 332 |
|
2021
Q3 | $4.79M | Sell |
18,510
-1,155
| -6% | -$299K | 0.03% | 324 |
|
2021
Q2 | $5.06M | Sell |
19,665
-188
| -0.9% | -$48.3K | 0.04% | 320 |
|
2021
Q1 | $4.47M | Sell |
19,853
-2,903
| -13% | -$653K | 0.03% | 334 |
|
2020
Q4 | $5.27M | Sell |
22,756
-3,526
| -13% | -$817K | 0.04% | 291 |
|
2020
Q3 | $4.22M | Buy |
26,282
+1,043
| +4% | +$168K | 0.04% | 304 |
|
2020
Q2 | $3.56M | Buy |
25,239
+3,355
| +15% | +$473K | 0.03% | 323 |
|
2020
Q1 | $2.55M | Buy |
21,884
+1,949
| +10% | +$227K | 0.03% | 317 |
|
2019
Q4 | $3.02M | Buy |
19,935
+284
| +1% | +$43K | 0.03% | 338 |
|
2019
Q3 | $2.87M | Buy |
19,651
+16,686
| +563% | +$2.44M | 0.03% | 340 |
|
2019
Q2 | $429K | Buy |
2,965
+846
| +40% | +$122K | ﹤0.01% | 654 |
|
2019
Q1 | $267K | Buy |
2,119
+80
| +4% | +$10.1K | ﹤0.01% | 756 |
|
2018
Q4 | $224K | Sell |
2,039
-105
| -5% | -$11.5K | ﹤0.01% | 781 |
|
2018
Q3 | $270K | Buy |
2,144
+210
| +11% | +$26.4K | ﹤0.01% | 766 |
|
2018
Q2 | $248K | Sell |
1,934
-1,432
| -43% | -$184K | ﹤0.01% | 781 |
|
2018
Q1 | $322K | Hold |
3,366
| – | – | ﹤0.01% | 701 |
|
2017
Q4 | $327K | Sell |
3,366
-268
| -7% | -$26K | ﹤0.01% | 693 |
|
2017
Q3 | $309K | Hold |
3,634
| – | – | ﹤0.01% | 694 |
|
2017
Q2 | $285K | Hold |
3,634
| – | – | ﹤0.01% | 699 |
|
2017
Q1 | $285K | Hold |
3,634
| – | – | ﹤0.01% | 690 |
|
2016
Q4 | $267K | Buy |
3,634
+300
| +9% | +$22K | ﹤0.01% | 691 |
|
2016
Q3 | $265K | Sell |
3,334
-100
| -3% | -$7.95K | ﹤0.01% | 693 |
|
2016
Q2 | $281K | Hold |
3,434
| – | – | ﹤0.01% | 675 |
|
2016
Q1 | $303K | Sell |
3,434
-55
| -2% | -$4.85K | 0.01% | 639 |
|
2015
Q4 | $281K | Hold |
3,489
| – | – | ﹤0.01% | 664 |
|
2015
Q3 | $280K | Sell |
3,489
-600
| -15% | -$48.2K | ﹤0.01% | 662 |
|
2015
Q2 | $325K | Sell |
4,089
-111
| -3% | -$8.82K | 0.01% | 646 |
|
2015
Q1 | $314K | Hold |
4,200
| – | – | ﹤0.01% | 663 |
|
2014
Q4 | $272K | Buy |
4,200
+100
| +2% | +$6.48K | ﹤0.01% | 708 |
|
2014
Q3 | $278K | Buy |
4,100
+500
| +14% | +$33.9K | ﹤0.01% | 674 |
|
2014
Q2 | $258K | Hold |
3,600
| – | – | ﹤0.01% | 695 |
|
2014
Q1 | $284K | Hold |
3,600
| – | – | ﹤0.01% | 652 |
|
2013
Q4 | $281K | Buy |
3,600
+400
| +13% | +$31.2K | ﹤0.01% | 640 |
|
2013
Q3 | $254K | Buy |
+3,200
| New | +$254K | ﹤0.01% | 650 |
|