Cresset Asset Management’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 | $355K | Sell |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $743K | Buy |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $80K | Buy |
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|
2018
Q4 | $43K | Buy |
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