Osaic Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.39M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $924K | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $976K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $953K | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $800K | Buy |
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|
2020
Q1 | $574K | Buy |
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