Meeder Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
40,984
+40,729
| +15,972% | +$12.8M | 0.79% | 31 |
|
|
2025
Q1 | $76.5K | Sell |
255
-76
| -23% | -$22.8K | 0.01% | 345 |
|
|
2024
Q4 | $111K | Hold |
331
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $106K | Buy |
+331
| New | +$106K | 0.01% | 290 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$32.9K | – | 755 |
|
|
2022
Q4 | $32.9K | Buy |
152
+150
| +7,500% | +$32.5K | ﹤0.01% | 567 |
|
|
2022
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 2282 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2449 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 1885 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 2343 |
|
|
2021
Q2 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 2365 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2419 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2084 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2305 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 2303 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2452 |
|
|
2019
Q2 | – | Sell |
-183
| Closed | -$23K | – | 2098 |
|
|
2019
Q1 | $23K | Sell |
183
-414
| -69% | -$52K | ﹤0.01% | 1048 |
|
|
2018
Q4 | $66K | Sell |
597
-6,598
| -92% | -$729K | 0.01% | 748 |
|
|
2018
Q3 | $905K | Buy |
7,195
+5,075
| +239% | +$638K | 0.07% | 245 |
|
|
2018
Q2 | $272K | Buy |
+2,120
| New | +$272K | 0.02% | 458 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 1670 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1576 |
|
|
2017
Q2 | – | Sell |
-398
| Closed | -$31K | – | 1793 |
|
|
2017
Q1 | $31K | Buy |
+398
| New | +$31K | ﹤0.01% | 667 |
|