PIMC
Praesidium Investment Management Company’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.4M | Buy |
101,472
+11,414
| +13% | +$3.42M | 5.69% | 10 |
|
|
2024
Q4 | $30.3M | Sell |
90,058
-8,708
| -9% | -$2.93M | 5.09% | 9 |
|
|
2024
Q3 | $31.5M | Hold |
98,766
| – | – | 5.29% | 10 |
|
|
2024
Q2 | $29.2M | Sell |
98,766
-41,426
| -30% | -$12.3M | 5.56% | 10 |
|
|
2024
Q1 | $43.2M | Sell |
140,192
-37,003
| -21% | -$11.4M | 6.38% | 8 |
|
|
2023
Q4 | $50.7M | Sell |
177,195
-23,555
| -12% | -$6.74M | 6.26% | 10 |
|
|
2023
Q3 | $47M | Sell |
200,750
-73,320
| -27% | -$17.2M | 6.06% | 9 |
|
|
2023
Q2 | $53.7M | Sell |
274,070
-27,770
| -9% | -$5.44M | 4.88% | 13 |
|
|
2023
Q1 | $61.3M | Buy |
301,840
+3,164
| +1% | +$642K | 5.54% | 11 |
|
|
2022
Q4 | $64.7M | Sell |
298,676
-28,608
| -9% | -$6.2M | 6.57% | 8 |
|
|
2022
Q3 | $69.5M | Buy |
327,284
+29,332
| +10% | +$6.23M | 6.78% | 8 |
|
|
2022
Q2 | $72.1M | Buy |
297,952
+72,513
| +32% | +$17.5M | 6.29% | 8 |
|
|
2022
Q1 | $61.6M | Sell |
225,439
-1,073
| -0.5% | -$293K | 4.29% | 12 |
|
|
2021
Q4 | $77.5M | Sell |
226,512
-17,355
| -7% | -$5.94M | 4.35% | 11 |
|
|
2021
Q3 | $63.2M | Buy |
243,867
+8,855
| +4% | +$2.29M | 3.5% | 11 |
|
|
2021
Q2 | $60.4M | Buy |
+235,012
| New | +$60.4M | 3.22% | 12 |
|