Polen Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,534
| Closed | -$1.06M | – | 260 |
|
|
2025
Q1 | $1.06M | Sell |
3,534
-372
| -10% | -$112K | ﹤0.01% | 92 |
|
|
2024
Q4 | $1.32M | Sell |
3,906
-2,290
| -37% | -$771K | ﹤0.01% | 97 |
|
|
2024
Q3 | $1.98M | Sell |
6,196
-1,868
| -23% | -$596K | 0.01% | 88 |
|
|
2024
Q2 | $2.39M | Sell |
8,064
-1,267
| -14% | -$375K | 0.01% | 77 |
|
|
2024
Q1 | $2.88M | Sell |
9,331
-4,454
| -32% | -$1.37M | 0.01% | 77 |
|
|
2023
Q4 | $3.95M | Sell |
13,785
-276
| -2% | -$79K | 0.01% | 84 |
|
|
2023
Q3 | $3.29M | Buy |
14,061
+8,439
| +150% | +$1.98M | 0.01% | 79 |
|
|
2023
Q2 | $1.1M | Buy |
+5,622
| New | +$1.1M | ﹤0.01% | 91 |
|