Parnassus Investments’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 | $13.5M | Sell |
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|
2025
Q1 | $16.3M | Sell |
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|
2024
Q4 | $23.6M | Sell |
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|
2024
Q3 | $22.7M | Hold |
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|
2024
Q2 | $21M | Sell |
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|
2024
Q1 | $29.2M | Hold |
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|
2023
Q4 | $27.1M | Hold |
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|
2023
Q3 | $22.2M | Hold |
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|
2023
Q2 | $18.6M | Hold |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $14.2M | Hold |
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|
2022
Q2 | $16.2M | Hold |
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|
2022
Q1 | $18.3M | Sell |
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|
2021
Q4 | $31.6M | Hold |
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|
2021
Q3 | $23.9M | Hold |
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|
2021
Q2 | $23.8M | Hold |
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|
2021
Q1 | $20.8M | Sell |
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|
2020
Q4 | $24.9M | Sell |
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|
2020
Q3 | $19M | Sell |
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|
2020
Q2 | $22.7M | Hold |
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|
2020
Q1 | $18.8M | Buy |
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|
2019
Q4 | $18M | Buy |
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