Pictet Asset Management (Switzerland)’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $540K | Sell |
2,752
-261
| -9% | -$51.2K | ﹤0.01% | 1207 |
|
2023
Q1 | $612K | Hold |
3,013
| – | – | ﹤0.01% | 1151 |
|
2022
Q4 | $653K | Buy |
3,013
+1,321
| +78% | +$286K | ﹤0.01% | 1127 |
|
2022
Q3 | $359K | Buy |
1,692
+162
| +11% | +$34.4K | ﹤0.01% | 1171 |
|
2022
Q2 | $370K | Hold |
1,530
| – | – | ﹤0.01% | 1191 |
|
2022
Q1 | $418K | Hold |
1,530
| – | – | ﹤0.01% | 1215 |
|
2021
Q4 | $523K | Hold |
1,530
| – | – | ﹤0.01% | 1181 |
|
2021
Q3 | $396K | Buy |
+1,530
| New | +$396K | ﹤0.01% | 1289 |
|