Petrus Trust Company’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
2,410
+868
| +56% | +$272K | 0.08% | 33 |
|
|
2025
Q1 | $462K | Buy |
1,542
+545
| +55% | +$163K | 0.04% | 231 |
|
|
2024
Q4 | $336K | Buy |
997
+294
| +42% | +$99K | 0.03% | 388 |
|
|
2024
Q3 | $224K | Sell |
703
-448
| -39% | -$143K | 0.02% | 494 |
|
|
2024
Q2 | $341K | Hold |
1,151
| – | – | 0.03% | 390 |
|
|
2024
Q1 | $355K | Buy |
+1,151
| New | +$355K | 0.03% | 363 |
|
|
2023
Q2 | – | Sell |
-1,153
| Closed | -$234K | – | 692 |
|
|
2023
Q1 | $234K | Buy |
+1,153
| New | +$234K | 0.03% | 415 |
|