Fiduciary Trust’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
884
-200
| -18% | -$62.8K | ﹤0.01% | 702 |
|
|
2025
Q1 | $325K | Buy |
1,084
+4
| +0.4% | +$1.2K | ﹤0.01% | 643 |
|
|
2024
Q4 | $364K | Sell |
1,080
-112
| -9% | -$37.7K | ﹤0.01% | 536 |
|
|
2024
Q3 | $380K | Hold |
1,192
| – | – | 0.01% | 522 |
|
|
2024
Q2 | $353K | Sell |
1,192
-100
| -8% | -$29.6K | 0.01% | 516 |
|
|
2024
Q1 | $398K | Hold |
1,292
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $370K | Sell |
1,292
-25
| -2% | -$7.16K | 0.01% | 502 |
|
|
2023
Q3 | $308K | Sell |
1,317
-77
| -6% | -$18K | 0.01% | 521 |
|
|
2023
Q2 | $273K | Buy |
1,394
+164
| +13% | +$32.2K | ﹤0.01% | 555 |
|
|
2023
Q1 | $250K | Sell |
1,230
-1,171
| -49% | -$238K | ﹤0.01% | 564 |
|
|
2022
Q4 | $520K | Sell |
2,401
-100
| -4% | -$21.7K | 0.01% | 441 |
|
|
2022
Q3 | $531K | Buy |
2,501
+50
| +2% | +$10.6K | 0.01% | 425 |
|
|
2022
Q2 | $593K | Buy |
2,451
+220
| +10% | +$53.2K | 0.01% | 422 |
|
|
2022
Q1 | $609K | Hold |
2,231
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $763K | Sell |
2,231
-83
| -4% | -$28.4K | 0.01% | 393 |
|
|
2021
Q3 | $599K | Buy |
2,314
+903
| +64% | +$234K | 0.01% | 431 |
|
|
2021
Q2 | $363K | Buy |
+1,411
| New | +$363K | 0.01% | 523 |
|