Congress Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
60,411
+4,195
| +7% | +$1.32M | 0.13% | 141 |
|
|
2025
Q1 | $16.9M | Buy |
56,216
+7,173
| +15% | +$2.15M | 0.13% | 146 |
|
|
2024
Q4 | $16.5M | Buy |
49,043
+7,416
| +18% | +$2.5M | 0.11% | 152 |
|
|
2024
Q3 | $13.3M | Buy |
41,627
+6,011
| +17% | +$1.92M | 0.09% | 171 |
|
|
2024
Q2 | $10.5M | Buy |
35,616
+6,229
| +21% | +$1.84M | 0.08% | 180 |
|
|
2024
Q1 | $9.06M | Buy |
+29,387
| New | +$9.06M | 0.06% | 187 |
|