Geode Capital Management’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 | $143M | Sell |
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|
2025
Q2 | $197M | Buy |
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|
2025
Q1 | $185M | Buy |
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|
2024
Q4 | $189M | Buy |
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|
2024
Q3 | $159M | Buy |
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|
2024
Q2 | $145M | Buy |
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|
2024
Q1 | $142M | Buy |
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|
2023
Q4 | $126M | Buy |
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|
2023
Q3 | $99M | Buy |
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|
2023
Q2 | $77M | Buy |
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|
2023
Q1 | $76.6M | Buy |
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|
2022
Q4 | $79.3M | Buy |
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|
2022
Q3 | $73.7M | Buy |
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|
2022
Q2 | $79.9M | Sell |
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|
2022
Q1 | $90.5M | Buy |
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|
2021
Q4 | $109M | Buy |
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|
2021
Q3 | $79.7M | Sell |
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|
2021
Q2 | $79.4M | Buy |
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|
2021
Q1 | $68.2M | Buy |
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|
2020
Q4 | $67.7M | Buy |
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|
2020
Q3 | $46.8M | Sell |
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|
2020
Q2 | $43.8M | Buy |
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|
2020
Q1 | $35.1M | Sell |
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|
2019
Q4 | $45.8M | Sell |
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|
2019
Q3 | $45.3M | Buy |
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|
2019
Q2 | $41.6M | Buy |
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|
2019
Q1 | $35.4M | Sell |
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|
2018
Q4 | $31.2M | Sell |
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|
2018
Q3 | $37.8M | Buy |
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|
2018
Q2 | $36.1M | Buy |
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|
2018
Q1 | $25M | Buy |
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|
2017
Q4 | $24.8M | Buy |
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|
2017
Q3 | $21.6M | Buy |
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|
2017
Q2 | $19.7M | Sell |
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|
2017
Q1 | $19.9M | Sell |
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|
2016
Q4 | $19.3M | Buy |
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|
2016
Q3 | $20.6M | Sell |
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|
2016
Q2 | $21.5M | Buy |
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|
2016
Q1 | $21.4K | Buy |
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|
2015
Q4 | $15.5M | Buy |
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|
2015
Q3 | $10.9M | Buy |
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|
2015
Q2 | $10.4M | Sell |
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|
2015
Q1 | $10M | Buy |
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|
2014
Q4 | $8.4M | Sell |
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|
2014
Q3 | $9.51M | Sell |
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|
2014
Q2 | $10.7M | Sell |
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|
2014
Q1 | $12.7M | Buy |
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|
2013
Q4 | $10.9M | Buy |
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|
2013
Q3 | $8.75M | Buy |
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|
2013
Q2 | $8.11M | Buy |
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