Fidelity Investments’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 | $44.9M | Sell |
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|
2025
Q2 | $85.9M | Sell |
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|
2025
Q1 | $126M | Buy |
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|
2024
Q4 | $135M | Sell |
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|
2024
Q3 | $128M | Buy |
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|
2024
Q2 | $107M | Sell |
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|
2024
Q1 | $138M | Buy |
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|
2023
Q4 | $117M | Sell |
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|
2023
Q3 | $102M | Sell |
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|
2023
Q2 | $85.2M | Buy |
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|
2023
Q1 | $83.3M | Sell |
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|
2022
Q4 | $101M | Sell |
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|
2022
Q3 | $127M | Sell |
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|
2022
Q2 | $198M | Sell |
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|
2022
Q1 | $227M | Sell |
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|
2021
Q4 | $297M | Sell |
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|
2021
Q3 | $239M | Buy |
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|
2021
Q2 | $192M | Sell |
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|
2021
Q1 | $173M | Sell |
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|
2020
Q4 | $222M | Sell |
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|
2020
Q3 | $188M | Sell |
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|
2020
Q2 | $188M | Sell |
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|
2020
Q1 | $200M | Sell |
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|
2019
Q4 | $291M | Sell |
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|
2019
Q3 | $302M | Sell |
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|
2019
Q2 | $300M | Buy |
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|
2019
Q1 | $196M | Buy |
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|
2018
Q4 | $135M | Buy |
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|
2018
Q3 | $98.4M | Buy |
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|
2018
Q2 | $95.9M | Buy |
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|
2018
Q1 | $12.8M | Buy |
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|
2017
Q4 | $11M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3.64M | Buy |
|