Invesco’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 | $68.7M | Buy |
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|
2025
Q2 | $88.2M | Buy |
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|
2025
Q1 | $23M | Sell |
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|
2024
Q4 | $65.4M | Buy |
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|
2024
Q3 | $37.4M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $59M | Sell |
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|
2023
Q2 | $65.1M | Sell |
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|
2023
Q1 | $67.9M | Sell |
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|
2022
Q4 | $72.4M | Buy |
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|
2022
Q3 | $70.5M | Buy |
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|
2022
Q2 | $80.1M | Buy |
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|
2022
Q1 | $88.5M | Buy |
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|
2021
Q4 | $110M | Sell |
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|
2021
Q3 | $84.1M | Sell |
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|
2021
Q2 | $83.6M | Sell |
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|
2021
Q1 | $73.8M | Buy |
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|
2020
Q4 | $75.3M | Buy |
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|
2020
Q3 | $52.2M | Sell |
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|
2020
Q2 | $47.4M | Sell |
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|
2020
Q1 | $41.3M | Sell |
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|
2019
Q4 | $55.2M | Sell |
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|
2019
Q3 | $56.1M | Buy |
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|
2019
Q2 | $10.3M | Buy |
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|
2019
Q1 | $2.3M | Sell |
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|
2018
Q4 | $2.11M | Buy |
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|
2018
Q3 | $2.11M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $1.39M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.43M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $997K | Buy |
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|
2016
Q2 | $866K | Buy |
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|
2016
Q1 | $716K | Sell |
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|
2015
Q4 | $836K | Buy |
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|
2015
Q3 | $739K | Buy |
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|
2015
Q2 | $692K | Buy |
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|
2015
Q1 | $634K | Buy |
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|
2014
Q4 | $424K | Buy |
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|
2014
Q3 | $415K | Buy |
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|
2014
Q2 | $423K | Hold |
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|
2014
Q1 | $466K | Sell |
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|
2013
Q4 | $5.63M | Buy |
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|
2013
Q3 | $4.15M | Buy |
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|
2013
Q2 | $2.27M | Buy |
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