Deutsche Bank’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 | $395K | Buy |
2,335
+125
| +6% | +$23.2K | ﹤0.01% | 2701 |
|
|
2025
Q4 | $480K | Sell |
2,210
-284
| -11% | -$61.5K | ﹤0.01% | 2592 |
|
|
2025
Q3 | $579K | Buy |
2,494
+283
| +13% | +$75.4K | ﹤0.01% | 2471 |
|
|
2025
Q2 | $694K | Buy |
2,211
+288
| +15% | +$85.3K | ﹤0.01% | 2292 |
|
|
2025
Q1 | $577K | Buy |
1,923
+125
| +7% | +$39.4K | ﹤0.01% | 2423 |
|
|
2024
Q4 | $605K | Buy |
1,798
+42
| +2% | +$14.3K | ﹤0.01% | 2511 |
|
|
2024
Q3 | $560K | Sell |
1,756
-66
| -4% | -$20.5K | ﹤0.01% | 2403 |
|
|
2024
Q2 | $539K | Buy |
1,822
+160
| +10% | +$47.4K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $513K | Sell |
1,662
-742
| -31% | -$214K | ﹤0.01% | 2341 |
|
|
2023
Q4 | $688K | Buy |
2,404
+1,261
| +110% | +$329K | ﹤0.01% | 2220 |
|
|
2023
Q3 | $268K | Sell |
1,143
-8,690
| -88% | -$1.96M | ﹤0.01% | 2585 |
|
|
2023
Q2 | $1.93M | Sell |
9,833
-267
| -3% | -$52.9K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $2.05M | Buy |
10,100
+707
| +8% | +$155K | ﹤0.01% | 1676 |
|
|
2022
Q4 | $2.03M | Buy |
9,393
+3,204
| +52% | +$730K | ﹤0.01% | 1644 |
|
|
2022
Q3 | $1.31M | Sell |
6,189
-1,242
| -17% | -$295K | ﹤0.01% | 1816 |
|
|
2022
Q2 | $1.8M | Sell |
7,431
-753
| -9% | -$190K | ﹤0.01% | 1828 |
|
|
2022
Q1 | $2.24M | Sell |
8,184
-176
| -2% | -$49.7K | ﹤0.01% | 1815 |
|
|
2021
Q4 | $2.86M | Sell |
8,360
-9,748
| -54% | -$3.02M | ﹤0.01% | 1775 |
|
|
2021
Q3 | $4.69M | Buy |
18,108
+3,763
| +26% | +$989K | ﹤0.01% | 1551 |
|
|
2021
Q2 | $3.69M | Buy |
14,345
+4,315
| +43% | +$1.05M | ﹤0.01% | 1731 |
|
|
2021
Q1 | $2.26M | Sell |
10,030
-2,987
| -23% | -$700K | ﹤0.01% | 2081 |
|
|
2020
Q4 | $3.01M | Sell |
13,017
-432
| -3% | -$85.8K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $2.16M | Sell |
13,449
-3,901
| -22% | -$616K | ﹤0.01% | 1693 |
|
|
2020
Q2 | $2.45M | Sell |
17,350
-23
| -0.1% | -$3.25K | ﹤0.01% | 1683 |
|
|
2020
Q1 | $2.02M | Sell |
17,373
-4,995
| -22% | -$724K | ﹤0.01% | 1701 |
|
|
2019
Q4 | $3.38M | Sell |
22,368
-50,661
| -69% | -$7.78M | ﹤0.01% | 1668 |
|
|
2019
Q3 | $10.7M | Buy |
73,029
+50,462
| +224% | +$7.77M | 0.01% | 1047 |
|
|
2019
Q2 | $3.26M | Sell |
22,567
-2,998
| -12% | -$414K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $3.22M | Sell |
25,565
-5,013
| -16% | -$603K | ﹤0.01% | 2150 |
|
|
2018
Q4 | $3.36M | Sell |
30,578
-3,875
| -11% | -$454K | ﹤0.01% | 2064 |
|
|
2018
Q3 | $4.34M | Buy |
34,453
+23,453
| +213% | +$3.16M | ﹤0.01% | 2299 |
|
|
2018
Q2 | $1.41M | Buy |
11,000
+1,953
| +22% | +$223K | ﹤0.01% | 3183 |
|
|
2018
Q1 | $863K | Buy |
9,047
+3,092
| +52% | +$297K | ﹤0.01% | 3401 |
|
|
2017
Q4 | $575K | Buy |
5,955
+2,240
| +60% | +$202K | ﹤0.01% | 3527 |
|
|
2017
Q3 | $314K | Sell |
3,715
-9,798
| -73% | -$799K | ﹤0.01% | 3640 |
|
|
2017
Q2 | $1.06M | Buy |
13,513
+5,667
| +72% | +$428K | ﹤0.01% | 2997 |
|
|
2017
Q1 | $616K | Buy |
7,846
+2,452
| +45% | +$191K | ﹤0.01% | 2964 |
|
|
2016
Q4 | $395K | Sell |
5,394
-32,360
| -86% | -$2.38M | ﹤0.01% | 3314 |
|
|
2016
Q3 | $2.99M | Buy |
37,754
+7,687
| +26% | +$632K | ﹤0.01% | 2084 |
|
|
2016
Q2 | $2.46M | Buy |
30,067
+20,956
| +230% | +$1.75M | ﹤0.01% | 2265 |
|
|
2016
Q1 | $803K | Sell |
9,111
-6,893
| -43% | -$549K | ﹤0.01% | 2944 |
|
|
2015
Q4 | $1.28M | Sell |
16,004
-4,452
| -22% | -$361K | ﹤0.01% | 2723 |
|
|
2015
Q3 | $1.64M | Buy |
20,456
+374
| +2% | +$30.5K | ﹤0.01% | 2617 |
|
|
2015
Q2 | $1.59M | Buy |
20,082
+1,560
| +8% | +$119K | ﹤0.01% | 2643 |
|
|
2015
Q1 | $1.39M | Sell |
18,522
-5,989
| -24% | -$425K | ﹤0.01% | 2682 |
|
|
2014
Q4 | $1.58M | Buy |
24,511
+10,264
| +72% | +$680K | ﹤0.01% | 2849 |
|
|
2014
Q3 | $967K | Sell |
14,247
-2,135
| -13% | -$146K | ﹤0.01% | 3054 |
|
|
2014
Q2 | $1.18M | Sell |
16,382
-2,836
| -15% | -$207K | ﹤0.01% | 2829 |
|
|
2014
Q1 | $1.52M | Sell |
19,218
-18,821
| -49% | -$1.5M | ﹤0.01% | 2577 |
|
|
2013
Q4 | $2.97M | Buy |
38,039
+20,916
| +122% | +$1.66M | ﹤0.01% | 2061 |
|
|
2013
Q3 | $1.36M | Sell |
17,123
-815
| -5% | -$63K | ﹤0.01% | 2732 |
|
|
2013
Q2 | $1.39M | Buy |
+17,938
| New | +$1.24M | ﹤0.01% | 2464 |
|
Other funds holding MORN
VPM
VCM
