Commonwealth Equity Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.58M | Buy |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $1.74K | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $235K | Sell |
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|
2020
Q3 | $287K | Buy |
|