Mutual of America Capital 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 | $4.16M | Sell |
13,237
-667
| -5% | -$209K | 0.04% | 516 |
|
|
2025
Q1 | $4.17M | Sell |
13,904
-367
| -3% | -$110K | 0.05% | 493 |
|
|
2024
Q4 | $4.81M | Sell |
14,271
-313
| -2% | -$105K | 0.05% | 463 |
|
|
2024
Q3 | $4.65M | Sell |
14,584
-347
| -2% | -$111K | 0.05% | 505 |
|
|
2024
Q2 | $4.42M | Sell |
14,931
-587
| -4% | -$174K | 0.05% | 515 |
|
|
2024
Q1 | $4.79M | Sell |
15,518
-577
| -4% | -$178K | 0.05% | 501 |
|
|
2023
Q4 | $4.61M | Sell |
16,095
-816
| -5% | -$234K | 0.05% | 492 |
|
|
2023
Q3 | $3.96M | Buy |
+16,911
| New | +$3.96M | 0.05% | 536 |
|