Macquarie Group
MORN icon

Macquarie Group’s Morningstar MORN Stock Holding History

Macquarie Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-437
Closed -$137K – 1661
2025
Q2 		$137K Buy
+437
New +$129K ﹤0.01% 1562
2024
Q2 		– Sell
-16
Closed -$5K – 2044
2024
Q1 		$5K Buy
+16
New +$4.61K ﹤0.01% 1611
2023
Q2 		– Sell
-790
Closed -$160K – 1706
2023
Q1 		$160K Buy
+790
New +$174K ﹤0.01% 1574
2022
Q4 		– Sell
-248
Closed -$127K – 2128
2022
Q3 		$127K Sell
248
-349
-58% -$83K ﹤0.01% 1705
2022
Q2 		$144K Hold
597
– – ﹤0.01% 1782
2022
Q1 		$163 Hold
597
– – ﹤0.01% 1844
2021
Q4 		$204K Sell
597
-70
-10% -$21.7K ﹤0.01% 1760
2021
Q3 		$173K Hold
667
– – ﹤0.01% 1832
2021
Q2 		$171K Hold
667
– – ﹤0.01% 1831
2021
Q1 		$150K Sell
667
-199
-23% -$46.6K ﹤0.01% 1795
2020
Q4 		$201K Hold
866
– – ﹤0.01% 1662
2020
Q3 		$139K Hold
866
– – ﹤0.01% 1700
2020
Q2 		$122K Buy
866
+433
+100% +$61.1K ﹤0.01% 1694
2020
Q1 		$50K Sell
433
-567
-57% -$82.2K ﹤0.01% 1814
2019
Q4 		$151K Hold
1,000
– – ﹤0.01% 1685
2019
Q3 		$146K Buy
+1,000
New +$154K ﹤0.01% 1658

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