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MORN icon

Grove Bank & Trust’s Morningstar MORN Stock Holding History

Grove Bank & Trust’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7K Buy
+158
New +$27.5K ﹤0.01% 533
2024
Q3 		– Sell
-100
Closed -$29.6K – 746
2024
Q2 		$29.6K Hold
100
– – ﹤0.01% 396
2024
Q1 		$30.8K Hold
100
– – 0.01% 409
2023
Q4 		$28.6K Hold
100
– – 0.01% 402
2023
Q3 		$23.4K Hold
100
– – ﹤0.01% 442
2023
Q2 		$19.6K Hold
100
– – ﹤0.01% 450
2023
Q1 		$20.3K Hold
100
– – ﹤0.01% 459
2022
Q4 		$22K Buy
+100
New +$22.8K ﹤0.01% 447

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CIM
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FF
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BRCM
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Handelsbanken Fonder
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VCM
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GI
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MPWT
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EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
APW
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CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return