Fiduciary Trust’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 | – | Sell |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $364K | Sell |
|
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $609K | Hold |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $363K | Buy |
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