Massachusetts Financial Services’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 | $105M | Sell |
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|
2025
Q2 | $201M | Sell |
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|
2025
Q1 | $259M | Sell |
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|
2024
Q4 | $342M | Sell |
|
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|
2024
Q3 | $383M | Buy |
|
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|
2024
Q2 | $325M | Buy |
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|
2024
Q1 | $338M | Buy |
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|
2023
Q4 | $308M | Buy |
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|
2023
Q3 | $236M | Buy |
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|
2023
Q2 | $123M | Sell |
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|
2023
Q1 | $129M | Buy |
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|
2022
Q4 | $130M | Buy |
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|
2022
Q3 | $103M | Buy |
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|
2022
Q2 | $117M | Buy |
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|
2022
Q1 | $119M | Buy |
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|
2021
Q4 | $129M | Buy |
|