Goldman Sachs’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Buy |
377,483
+239,563
| +174% | +$75.2M | 0.02% | 677 |
|
|
2025
Q1 | $41.4M | Sell |
137,920
-94,563
| -41% | -$28.4M | 0.01% | 1175 |
|
|
2024
Q4 | $78.3M | Buy |
232,483
+16,828
| +8% | +$5.67M | 0.01% | 796 |
|
|
2024
Q3 | $68.8M | Buy |
215,655
+45,059
| +26% | +$14.4M | 0.01% | 857 |
|
|
2024
Q2 | $50.5M | Sell |
170,596
-43,157
| -20% | -$12.8M | 0.01% | 992 |
|
|
2024
Q1 | $65.9M | Buy |
213,753
+50,442
| +31% | +$15.6M | 0.01% | 857 |
|
|
2023
Q4 | $46.7M | Sell |
163,311
-111,548
| -41% | -$31.9M | 0.01% | 1033 |
|
|
2023
Q3 | $64.4M | Sell |
274,859
-479,845
| -64% | -$112M | 0.01% | 818 |
|
|
2023
Q2 | $148M | Buy |
754,704
+687,459
| +1,022% | +$135M | 0.03% | 476 |
|
|
2023
Q1 | $13.7M | Sell |
67,245
-48,851
| -42% | -$9.92M | ﹤0.01% | 1787 |
|
|
2022
Q4 | $25.1M | Buy |
116,096
+13,797
| +13% | +$2.99M | 0.01% | 1437 |
|
|
2022
Q3 | $21.7M | Buy |
102,299
+1,769
| +2% | +$376K | 0.01% | 1536 |
|
|
2022
Q2 | $24.3M | Sell |
100,530
-2,674
| -3% | -$647K | 0.01% | 1480 |
|
|
2022
Q1 | $28.2M | Buy |
103,204
+38,267
| +59% | +$10.5M | 0.01% | 1482 |
|
|
2021
Q4 | $22.2M | Buy |
64,937
+2,751
| +4% | +$941K | ﹤0.01% | 1681 |
|
|
2021
Q3 | $16.1M | Sell |
62,186
-1,534
| -2% | -$397K | ﹤0.01% | 1906 |
|
|
2021
Q2 | $16.4M | Sell |
63,720
-56,651
| -47% | -$14.6M | ﹤0.01% | 1893 |
|
|
2021
Q1 | $27.1M | Buy |
120,371
+12,978
| +12% | +$2.92M | 0.01% | 1460 |
|
|
2020
Q4 | $24.9M | Buy |
107,393
+25,952
| +32% | +$6.01M | 0.01% | 1403 |
|
|
2020
Q3 | $13.1M | Buy |
81,441
+8,147
| +11% | +$1.31M | ﹤0.01% | 1757 |
|
|
2020
Q2 | $10.3M | Sell |
73,294
-5,150
| -7% | -$726K | ﹤0.01% | 1921 |
|
|
2020
Q1 | $9.12M | Sell |
78,444
-45,706
| -37% | -$5.31M | ﹤0.01% | 1852 |
|
|
2019
Q4 | $18.8M | Sell |
124,150
-29,253
| -19% | -$4.43M | ﹤0.01% | 1662 |
|
|
2019
Q3 | $22.4M | Buy |
153,403
+8,775
| +6% | +$1.28M | 0.01% | 1446 |
|
|
2019
Q2 | $20.9M | Buy |
144,628
+12,023
| +9% | +$1.74M | 0.01% | 1556 |
|
|
2019
Q1 | $16.7M | Buy |
132,605
+3,832
| +3% | +$483K | 0.01% | 1731 |
|
|
2018
Q4 | $14.1M | Buy |
128,773
+4,274
| +3% | +$469K | ﹤0.01% | 1736 |
|
|
2018
Q3 | $15.7M | Buy |
124,499
+37,441
| +43% | +$4.71M | ﹤0.01% | 1788 |
|
|
2018
Q2 | $11.2M | Buy |
87,058
+59,535
| +216% | +$7.64M | ﹤0.01% | 1951 |
|
|
2018
Q1 | $2.63M | Sell |
27,523
-722
| -3% | -$69K | ﹤0.01% | 2714 |
|
|
2017
Q4 | $2.74M | Sell |
28,245
-2,708
| -9% | -$263K | ﹤0.01% | 2657 |
|
|
2017
Q3 | $2.63M | Sell |
30,953
-19,538
| -39% | -$1.66M | ﹤0.01% | 2730 |
|
|
2017
Q2 | $3.96M | Buy |
50,491
+3,543
| +8% | +$278K | ﹤0.01% | 2406 |
|
|
2017
Q1 | $3.69M | Sell |
46,948
-8,177
| -15% | -$643K | ﹤0.01% | 2367 |
|
|
2016
Q4 | $4.06M | Sell |
55,125
-17,208
| -24% | -$1.27M | ﹤0.01% | 2297 |
|
|
2016
Q3 | $5.73M | Buy |
72,333
+4,563
| +7% | +$362K | ﹤0.01% | 2163 |
|
|
2016
Q2 | $5.54M | Buy |
67,770
+8,009
| +13% | +$655K | ﹤0.01% | 2074 |
|
|
2016
Q1 | $5.28M | Buy |
59,761
+29,497
| +97% | +$2.6M | ﹤0.01% | 2042 |
|
|
2015
Q4 | $2.43M | Buy |
30,264
+15,852
| +110% | +$1.27M | ﹤0.01% | 2419 |
|
|
2015
Q3 | $1.16M | Buy |
14,412
+5,185
| +56% | +$416K | ﹤0.01% | 2835 |
|
|
2015
Q2 | $734K | Buy |
9,227
+1,690
| +22% | +$134K | ﹤0.01% | 3117 |
|
|
2015
Q1 | $565K | Buy |
7,537
+2,473
| +49% | +$185K | ﹤0.01% | 3233 |
|
|
2014
Q4 | $328K | Sell |
5,064
-13,059
| -72% | -$846K | ﹤0.01% | 3641 |
|
|
2014
Q3 | $1.23M | Sell |
18,123
-6,229
| -26% | -$423K | ﹤0.01% | 2777 |
|
|
2014
Q2 | $1.75M | Buy |
24,352
+11,066
| +83% | +$795K | ﹤0.01% | 2626 |
|
|
2014
Q1 | $1.05M | Buy |
13,286
+8,395
| +172% | +$663K | ﹤0.01% | 2959 |
|
|
2013
Q4 | $382K | Sell |
4,891
-1,180
| -19% | -$92.2K | ﹤0.01% | 3577 |
|
|
2013
Q3 | $481K | Sell |
6,071
-812
| -12% | -$64.3K | ﹤0.01% | 3350 |
|
|
2013
Q2 | $534K | Buy |
+6,883
| New | +$534K | ﹤0.01% | 3130 |
|