Petrus Trust Company’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
Sell
2025
Q2
$757K Buy
2025
Q1
$462K Buy
2024
Q4
$336K Buy
2024
Q3
$224K Sell
2024
Q2
$341K Hold
2024
Q1
$355K Buy
2023
Q2
Sell
2023
Q1
$234K Buy