Handelsbanken Fonder’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Hold |
6,372
| – | – | 0.01% | 653 |
|
|
2025
Q1 | $1.91M | Hold |
6,372
| – | – | 0.01% | 663 |
|
|
2024
Q4 | $2.15M | Buy |
6,372
+400
| +7% | +$135K | 0.01% | 649 |
|
|
2024
Q3 | $1.91M | Buy |
5,972
+400
| +7% | +$128K | 0.01% | 681 |
|
|
2024
Q2 | $1.65M | Hold |
5,572
| – | – | 0.01% | 640 |
|
|
2024
Q1 | $1.72M | Hold |
5,572
| – | – | 0.01% | 650 |
|
|
2023
Q4 | $1.6M | Buy |
5,572
+2,200
| +65% | +$630K | 0.01% | 617 |
|
|
2023
Q3 | $790K | Hold |
3,372
| – | – | ﹤0.01% | 819 |
|
|
2023
Q2 | $661K | Buy |
3,372
+300
| +10% | +$58.8K | ﹤0.01% | 928 |
|
|
2023
Q1 | $624K | Hold |
3,072
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $665K | Hold |
3,072
| – | – | ﹤0.01% | 811 |
|
|
2022
Q3 | $652K | Sell |
3,072
-1,200
| -28% | -$255K | ﹤0.01% | 820 |
|
|
2022
Q2 | $1.03M | Hold |
4,272
| – | – | 0.01% | 679 |
|
|
2022
Q1 | $1.17M | Hold |
4,272
| – | – | 0.01% | 733 |
|
|
2021
Q4 | $1.46M | Hold |
4,272
| – | – | 0.01% | 721 |
|
|
2021
Q3 | $1.11M | Hold |
4,272
| – | – | 0.01% | 852 |
|
|
2021
Q2 | $1.1M | Sell |
4,272
-400
| -9% | -$103K | 0.01% | 872 |
|
|
2021
Q1 | $1.05M | Hold |
4,672
| – | – | 0.01% | 815 |
|
|
2020
Q4 | $1.08M | Hold |
4,672
| – | – | 0.01% | 787 |
|
|
2020
Q3 | $750K | Hold |
4,672
| – | – | 0.01% | 818 |
|
|
2020
Q2 | $659K | Buy |
+4,672
| New | +$659K | 0.01% | 834 |
|