Principal Financial Group’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
69,046
-7,281
| -10% | -$2.29M | 0.01% | 805 |
|
|
2025
Q1 | $22.9M | Sell |
76,327
-2,312
| -3% | -$693K | 0.01% | 739 |
|
|
2024
Q4 | $26.5M | Sell |
78,639
-6,206
| -7% | -$2.09M | 0.01% | 702 |
|
|
2024
Q3 | $27.1M | Sell |
84,845
-25,095
| -23% | -$8.01M | 0.01% | 686 |
|
|
2024
Q2 | $32.5M | Sell |
109,940
-77,691
| -41% | -$23M | 0.02% | 608 |
|
|
2024
Q1 | $57.9M | Sell |
187,631
-332
| -0.2% | -$102K | 0.03% | 433 |
|
|
2023
Q4 | $53.8M | Sell |
187,963
-18,170
| -9% | -$5.2M | 0.03% | 422 |
|
|
2023
Q3 | $48.3M | Buy |
206,133
+89,099
| +76% | +$20.9M | 0.03% | 421 |
|
|
2023
Q2 | $22.9M | Sell |
117,034
-43,294
| -27% | -$8.49M | 0.02% | 768 |
|
|
2023
Q1 | $32.6M | Sell |
160,328
-20,217
| -11% | -$4.1M | 0.02% | 587 |
|
|
2022
Q4 | $39.1M | Sell |
180,545
-24,224
| -12% | -$5.25M | 0.03% | 488 |
|
|
2022
Q3 | $43.5M | Sell |
204,769
-11,164
| -5% | -$2.37M | 0.03% | 424 |
|
|
2022
Q2 | $52.2M | Buy |
215,933
+90,905
| +73% | +$22M | 0.04% | 386 |
|
|
2022
Q1 | $34.2M | Buy |
125,028
+17,516
| +16% | +$4.78M | 0.02% | 605 |
|
|
2021
Q4 | $36.8M | Sell |
107,512
-18,293
| -15% | -$6.26M | 0.02% | 582 |
|
|
2021
Q3 | $32.6M | Buy |
125,805
+17,751
| +16% | +$4.6M | 0.02% | 608 |
|
|
2021
Q2 | $27.8M | Sell |
108,054
-57,532
| -35% | -$14.8M | 0.02% | 716 |
|
|
2021
Q1 | $37.3M | Buy |
165,586
+22,473
| +16% | +$5.06M | 0.03% | 547 |
|
|
2020
Q4 | $33.1M | Sell |
143,113
-11,033
| -7% | -$2.55M | 0.02% | 522 |
|
|
2020
Q3 | $24.8M | Buy |
154,146
+26,831
| +21% | +$4.31M | 0.02% | 571 |
|
|
2020
Q2 | $17.9M | Buy |
127,315
+62,960
| +98% | +$8.88M | 0.02% | 714 |
|
|
2020
Q1 | $7.48M | Buy |
64,355
+35,694
| +125% | +$4.15M | 0.01% | 1072 |
|
|
2019
Q4 | $4.34M | Buy |
28,661
+26,396
| +1,165% | +$3.99M | ﹤0.01% | 1573 |
|
|
2019
Q3 | $331K | Sell |
2,265
-245
| -10% | -$35.8K | ﹤0.01% | 2035 |
|
|
2019
Q2 | $363K | Buy |
2,510
+140
| +6% | +$20.2K | ﹤0.01% | 2025 |
|
|
2019
Q1 | $299K | Buy |
2,370
+248
| +12% | +$31.3K | ﹤0.01% | 2036 |
|
|
2018
Q4 | $233K | Sell |
2,122
-799
| -27% | -$87.7K | ﹤0.01% | 2093 |
|
|
2018
Q3 | $368K | Sell |
2,921
-23
| -0.8% | -$2.9K | ﹤0.01% | 2033 |
|
|
2018
Q2 | $378K | Sell |
2,944
-753
| -20% | -$96.7K | ﹤0.01% | 2022 |
|
|
2018
Q1 | $353K | Buy |
3,697
+564
| +18% | +$53.9K | ﹤0.01% | 1995 |
|
|
2017
Q4 | $304K | Buy |
3,133
+551
| +21% | +$53.5K | ﹤0.01% | 2046 |
|
|
2017
Q3 | $219K | Buy |
+2,582
| New | +$219K | ﹤0.01% | 2094 |
|
|
2017
Q2 | – | Sell |
-3,319
| Closed | -$261K | – | 2278 |
|
|
2017
Q1 | $261K | Sell |
3,319
-278
| -8% | -$21.9K | ﹤0.01% | 2041 |
|
|
2016
Q4 | $265K | Sell |
3,597
-966
| -21% | -$71.2K | ﹤0.01% | 2038 |
|
|
2016
Q3 | $362K | Sell |
4,563
-347
| -7% | -$27.5K | ﹤0.01% | 1916 |
|
|
2016
Q2 | $402K | Buy |
4,910
+709
| +17% | +$58K | ﹤0.01% | 1876 |
|
|
2016
Q1 | $371K | Sell |
4,201
-333
| -7% | -$29.4K | ﹤0.01% | 1889 |
|
|
2015
Q4 | $365K | Sell |
4,534
-508
| -10% | -$40.9K | ﹤0.01% | 1912 |
|
|
2015
Q3 | $405K | Sell |
5,042
-656
| -12% | -$52.7K | ﹤0.01% | 1899 |
|
|
2015
Q2 | $453K | Buy |
5,698
+157
| +3% | +$12.5K | ﹤0.01% | 1887 |
|
|
2015
Q1 | $415K | Buy |
+5,541
| New | +$415K | ﹤0.01% | 1861 |
|
|
2014
Q1 | – | Sell |
-8,235
| Closed | -$643K | – | 2292 |
|
|
2013
Q4 | $643K | Buy |
8,235
+4,716
| +134% | +$368K | ﹤0.01% | 1836 |
|
|
2013
Q3 | $279K | Buy |
+3,519
| New | +$279K | ﹤0.01% | 1985 |
|