Dearborn Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
9,663
+8,117
| +525% | +$2.55M | 0.14% | 82 |
|
|
2025
Q1 | $464K | Buy |
1,546
+216
| +16% | +$64.8K | 0.02% | 174 |
|
|
2024
Q4 | $448K | Buy |
1,330
+272
| +26% | +$91.6K | 0.02% | 180 |
|
|
2024
Q3 | $338K | Buy |
+1,058
| New | +$338K | 0.01% | 212 |
|
|
2023
Q2 | – | Sell |
-1,016
| Closed | -$206K | – | 246 |
|
|
2023
Q1 | $206K | Sell |
1,016
-69
| -6% | -$14K | 0.01% | 234 |
|
|
2022
Q4 | $235K | Sell |
1,085
-213
| -16% | -$46.1K | 0.01% | 228 |
|
|
2022
Q3 | $276K | Buy |
1,298
+279
| +27% | +$59.3K | 0.01% | 198 |
|
|
2022
Q2 | $246K | Buy |
1,019
+125
| +14% | +$30.2K | 0.01% | 226 |
|
|
2022
Q1 | $244K | Buy |
894
+23
| +3% | +$6.28K | 0.01% | 249 |
|
|
2021
Q4 | $298K | Buy |
+871
| New | +$298K | 0.01% | 215 |
|