MBTD
Mechanics Bank - Trust Department’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
949
-6
| -0.6% | -$1.88K | 0.04% | 185 |
|
|
2025
Q1 | $286K | Sell |
955
-97
| -9% | -$29.1K | 0.04% | 190 |
|
|
2024
Q4 | $354K | Buy |
1,052
+5
| +0.5% | +$1.68K | 0.05% | 174 |
|
|
2024
Q3 | $334K | Hold |
1,047
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $310K | Buy |
+1,047
| New | +$310K | 0.04% | 175 |
|