Machina Capital’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,301
| Closed | -$390K | – | 367 |
|
|
2025
Q1 | $390K | Buy |
1,301
+484
| +59% | +$145K | 0.12% | 222 |
|
|
2024
Q4 | $275K | Sell |
817
-225
| -22% | -$75.8K | 0.12% | 229 |
|
|
2024
Q3 | $333K | Buy |
+1,042
| New | +$333K | 0.13% | 224 |
|
|
2019
Q3 | – | Sell |
-1,310
| Closed | -$189K | – | 429 |
|
|
2019
Q2 | $189K | Buy |
+1,310
| New | +$189K | 0.07% | 278 |
|