Federated Hermes’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
2,048
-67
| -3% | -$21K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $634K | Sell |
2,115
-99
| -4% | -$29.7K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $746K | Sell |
2,214
-79
| -3% | -$26.6K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $732K | Buy |
2,293
+33
| +1% | +$10.5K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $669K | Sell |
2,260
-524
| -19% | -$155K | ﹤0.01% | 1236 |
|
|
2024
Q1 | $859K | Sell |
2,784
-167
| -6% | -$51.5K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $845K | Sell |
2,951
-591
| -17% | -$169K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $830K | Buy |
+3,542
| New | +$830K | ﹤0.01% | 1185 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$20K | – | 2263 |
|
|
2021
Q3 | $20K | Buy |
78
+3
| +4% | +$769 | ﹤0.01% | 1933 |
|
|
2021
Q2 | $19K | Buy |
+75
| New | +$19K | ﹤0.01% | 1926 |
|
|
2016
Q3 | – | Sell |
-2,781
| Closed | -$227K | – | 2148 |
|
|
2016
Q2 | $227K | Buy |
2,781
+1,337
| +93% | +$109K | ﹤0.01% | 1464 |
|
|
2016
Q1 | $127K | Buy |
+1,444
| New | +$127K | ﹤0.01% | 1541 |
|
|
2015
Q4 | – | Sell |
-2
| Closed | -$1K | – | 2127 |
|
|
2015
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1911 |
|