HM Payson & Co’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 | $139K | Hold |
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|
2025
Q2 | $188K | Hold |
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|
2025
Q1 | $180K | Hold |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $157K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $297K | Buy |
|