Gateway Investment Advisers’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,128
| Closed | -$638K | – | 502 |
|
|
2025
Q1 | $638K | Hold |
2,128
| – | – | 0.01% | 374 |
|
|
2024
Q4 | $717K | Hold |
2,128
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $679K | Hold |
2,128
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $630K | Hold |
2,128
| – | – | 0.01% | 367 |
|
|
2024
Q1 | $656K | Hold |
2,128
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $609K | Hold |
2,128
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $498K | Buy |
+2,128
| New | +$498K | 0.01% | 386 |
|