Oppenheimer Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
|
|||||
|
2025
Q1 | $4.22M | Buy |
|
|||||
|
2024
Q4 | $4.49M | Buy |
|
|||||
|
2024
Q3 | $4.12M | Buy |
|
|||||
|
2024
Q2 | $3.5M | Buy |
|
|||||
|
2024
Q1 | $2.53M | Sell |
|
|||||
|
2023
Q4 | $3.13M | Buy |
|
|||||
|
2023
Q3 | $2.46M | Buy |
|
|||||
|
2023
Q2 | $1.41M | Sell |
|
|||||
|
2023
Q1 | $1.53M | Sell |
|
|||||
|
2022
Q4 | $1.94M | Buy |
|
|||||
|
2022
Q3 | $1.9M | Sell |
|
|||||
|
2022
Q2 | $2.27M | Sell |
|
|||||
|
2022
Q1 | $2.85M | Buy |
|
|||||
|
2021
Q4 | $3.56M | Buy |
|
|||||
|
2021
Q3 | $2.47M | Buy |
|
|||||
|
2021
Q2 | $2.29M | Buy |
|
|||||
|
2021
Q1 | $1.97M | Buy |
|
|||||
|
2020
Q4 | $1.97M | Sell |
|
|||||
|
2020
Q3 | $1.37M | Buy |
|
|||||
|
2020
Q2 | $970K | Buy |
|
|||||
|
2020
Q1 | $155K | Sell |
|
|||||
|
2019
Q4 | $216K | Sell |
|
|||||
|
2019
Q3 | $213K | Sell |
|
|||||
|
2019
Q2 | $222K | Sell |
|
|||||
|
2019
Q1 | $195K | Sell |
|
|||||
|
2018
Q4 | $177K | Sell |
|
|||||
|
2018
Q3 | $273K | Sell |
|
|||||
|
2018
Q2 | $305K | Sell |
|
|||||
|
2018
Q1 | $279K | Sell |
|
|||||
|
2017
Q4 | $271K | Hold |
|
|||||
|
2017
Q3 | $271K | Sell |
|
|||||
|
2017
Q2 | $252K | Sell |
|
|||||
|
2017
Q1 | $299K | Buy |
|