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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $381K | Buy |
2,252
+447
| +25% | +$83K | ﹤0.01% | 3454 |
|
|
2025
Q4 | $392K | Sell |
1,805
-17,927
| -91% | -$3.88M | ﹤0.01% | 3400 |
|
|
2025
Q3 | $4.58M | Buy |
19,732
+17,664
| +854% | +$4.71M | 0.01% | 1415 |
|
|
2025
Q2 | $649K | Buy |
2,068
+56
| +3% | +$16.6K | ﹤0.01% | 2945 |
|
|
2025
Q1 | $603K | Buy |
2,012
+191
| +10% | +$60.1K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $613K | Buy |
1,821
+393
| +28% | +$134K | ﹤0.01% | 2794 |
|
|
2024
Q3 | $456K | Sell |
1,428
-21
| -1% | -$6.53K | ﹤0.01% | 2961 |
|
|
2024
Q2 | $429K | Sell |
1,449
-27
| -2% | -$7.99K | ﹤0.01% | 2965 |
|
|
2024
Q1 | $455K | Sell |
1,476
-88
| -6% | -$25.3K | ﹤0.01% | 2893 |
|
|
2023
Q4 | $448K | Sell |
1,564
-153
| -9% | -$39.9K | ﹤0.01% | 2811 |
|
|
2023
Q3 | $402K | Sell |
1,717
-1,074
| -38% | -$242K | ﹤0.01% | 2784 |
|
|
2023
Q2 | $547K | Sell |
2,791
-5,764
| -67% | -$1.14M | ﹤0.01% | 2533 |
|
|
2023
Q1 | $1.74K | Buy |
8,555
+903
| +12% | +$199K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $1.66M | Buy |
7,652
+2,587
| +51% | +$590K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $1.07M | Buy |
5,065
+3,326
| +191% | +$791K | ﹤0.01% | 1843 |
|
|
2022
Q2 | $420K | Buy |
1,739
+566
| +48% | +$143K | ﹤0.01% | 2542 |
|
|
2022
Q1 | $320K | Buy |
1,173
+91
| +8% | +$25.7K | ﹤0.01% | 2910 |
|
|
2021
Q4 | $370K | Buy |
1,082
+156
| +17% | +$48.3K | ﹤0.01% | 2781 |
|
|
2021
Q3 | $239K | Sell |
926
-50
| -5% | -$13.1K | ﹤0.01% | 3122 |
|
|
2021
Q2 | $250K | Sell |
976
-50
| -5% | -$12.1K | ﹤0.01% | 3074 |
|
|
2021
Q1 | $230K | Buy |
1,026
+11
| +1% | +$2.58K | ﹤0.01% | 3011 |
|
|
2020
Q4 | $235K | Sell |
1,015
-777
| -43% | -$154K | ﹤0.01% | 2787 |
|
|
2020
Q3 | $287K | Buy |
+1,792
| New | +$283K | ﹤0.01% | 2392 |
|
Other funds holding MORN
VPM
VCM
