DF Dent & Co’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
$46.3M Buy
2025
Q2
$27.3M Buy
2025
Q1
$24.9M Sell
2024
Q4
$28.9M Sell
2024
Q3
$28.2M Buy
2024
Q2
$16.2M Buy
2024
Q1
$14.5M Sell
2023
Q4
$13.6M Buy
2023
Q3
$10.8M Buy