Dearborn Partners’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
$2.21M Sell
2025
Q2
$3.03M Buy
2025
Q1
$464K Buy
2024
Q4
$448K Buy
2024
Q3
$338K Buy
2023
Q2
Sell
2023
Q1
$206K Sell
2022
Q4
$235K Sell
2022
Q3
$276K Buy
2022
Q2
$246K Buy
2022
Q1
$244K Buy
2021
Q4
$298K Buy