Macquarie Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $163 | Hold |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $201K | Hold |
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|
2020
Q3 | $139K | Hold |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $50K | Sell |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $146K | Buy |
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