Mercer Global Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
2,238
+1,540
| +221% | +$483K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $208K | Buy |
+698
| New | +$208K | ﹤0.01% | 1953 |
|
|
2024
Q4 | – | Sell |
-1,273
| Closed | -$403K | – | 2221 |
|
|
2024
Q3 | $403K | Buy |
1,273
+317
| +33% | +$100K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $283K | Sell |
956
-44
| -4% | -$13K | ﹤0.01% | 1605 |
|
|
2024
Q1 | $310K | Sell |
1,000
-66
| -6% | -$20.5K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $305K | Buy |
1,066
+89
| +9% | +$25.5K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $229K | Buy |
+977
| New | +$229K | ﹤0.01% | 1699 |
|
|
2022
Q3 | – | Sell |
-832
| Closed | -$201K | – | 1885 |
|
|
2022
Q2 | $201K | Buy |
+832
| New | +$201K | ﹤0.01% | 1633 |
|