Northwestern Mutual Wealth 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 | $11.6K | Buy |
37
+16
| +76% | +$5.02K | ﹤0.01% | 2755 |
|
|
2025
Q1 | $6.3K | Sell |
21
-11
| -34% | -$3.3K | ﹤0.01% | 2890 |
|
|
2024
Q4 | $10.8K | Buy |
32
+9
| +39% | +$3.03K | ﹤0.01% | 2717 |
|
|
2024
Q3 | $7.34K | Buy |
23
+19
| +475% | +$6.06K | ﹤0.01% | 2798 |
|
|
2024
Q2 | $1.18K | Buy |
+4
| New | +$1.18K | ﹤0.01% | 3196 |
|
|
2024
Q1 | – | Sell |
-39
| Closed | -$11.2K | – | 3717 |
|
|
2023
Q4 | $11.2K | Buy |
39
+29
| +290% | +$8.3K | ﹤0.01% | 2590 |
|
|
2023
Q3 | $2.34K | Buy |
+10
| New | +$2.34K | ﹤0.01% | 2928 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$866 | – | 3508 |
|
|
2022
Q4 | $866 | Sell |
4
-10
| -71% | -$2.17K | ﹤0.01% | 3065 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 2887 |
|
|
2022
Q2 | $4K | Buy |
14
+7
| +100% | +$2K | ﹤0.01% | 2777 |
|
|
2022
Q1 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 2924 |
|
|
2021
Q4 | $3K | Buy |
9
+2
| +29% | +$667 | ﹤0.01% | 2891 |
|
|
2021
Q3 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 2861 |
|
|
2021
Q2 | $2K | Sell |
9
-306
| -97% | -$68K | ﹤0.01% | 2816 |
|
|
2021
Q1 | $70K | Buy |
+315
| New | +$70K | ﹤0.01% | 1613 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$31K | – | 2631 |
|
|
2019
Q1 | $31K | Sell |
250
-31
| -11% | -$3.84K | ﹤0.01% | 1546 |
|
|
2018
Q4 | $31K | Hold |
281
| – | – | ﹤0.01% | 1435 |
|
|
2018
Q3 | $35K | Buy |
+281
| New | +$35K | ﹤0.01% | 1446 |
|
|
2017
Q4 | – | Sell |
-49
| Closed | -$4K | – | 2396 |
|
|
2017
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1864 |
|
|
2017
Q1 | – | Sell |
-29
| Closed | -$2K | – | 2258 |
|
|
2016
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 2051 |
|
|
2015
Q4 | – | Sell |
-75
| Closed | -$6K | – | 1742 |
|
|
2015
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 1208 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | – | – | 1714 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1779 |
|