Envestnet 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 | $32.7M | Sell |
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|
2025
Q1 | $31.9M | Buy |
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|
2024
Q4 | $31.7M | Buy |
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|
2024
Q3 | $24.6M | Buy |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $8.1M | Buy |
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|
2023
Q2 | $3.3M | Buy |
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|
2023
Q1 | $3.24M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $2.77M | Sell |
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|
2021
Q4 | $3.71M | Sell |
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|
2021
Q3 | $2.93M | Buy |
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|
2021
Q2 | $2.74M | Buy |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $4.31M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $3.19M | Buy |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $2.72M | Sell |
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|
2019
Q3 | $2.63M | Buy |
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|
2019
Q2 | $2.35M | Sell |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $518K | Sell |
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|
2018
Q1 | $398K | Buy |
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|
2017
Q4 | $390K | Sell |
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|
2017
Q3 | $341K | Sell |
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|
2017
Q2 | $322K | Buy |
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|
2017
Q1 | $297K | Buy |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $277K | Sell |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $722K | Sell |
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|
2015
Q4 | $722K | Sell |
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|
2015
Q3 | $975K | Buy |
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|
2015
Q2 | $924K | Sell |
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|
2015
Q1 | $927K | Buy |
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