Oppenheimer & Co’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,073
| Closed | -$361K | – | 1627 |
|
|
2024
Q4 | $361K | Buy |
1,073
+244
| +29% | +$82.2K | 0.01% | 1178 |
|
|
2024
Q3 | $265K | Sell |
829
-77
| -8% | -$24.6K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $268K | Buy |
+906
| New | +$268K | ﹤0.01% | 1231 |
|
|
2020
Q1 | – | Sell |
-1,681
| Closed | -$254K | – | 1280 |
|
|
2019
Q4 | $254K | Buy |
+1,681
| New | +$254K | 0.01% | 1084 |
|
|
2019
Q3 | – | Sell |
-2,236
| Closed | -$323K | – | 1305 |
|
|
2019
Q2 | $323K | Sell |
2,236
-130
| -5% | -$18.8K | 0.01% | 978 |
|
|
2019
Q1 | $298K | Sell |
2,366
-182
| -7% | -$22.9K | 0.01% | 1037 |
|
|
2018
Q4 | $280K | Buy |
2,548
+55
| +2% | +$6.04K | 0.01% | 965 |
|
|
2018
Q3 | $314K | Buy |
+2,493
| New | +$314K | 0.01% | 1048 |
|