Private Trust Company’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.5K | Hold |
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|
2025
Q2 | $26.4K | Hold |
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|
2025
Q1 | $25.2K | Hold |
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|
2024
Q4 | $28.3K | Hold |
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|
2024
Q3 | $26.8K | Hold |
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|
2024
Q2 | $24.9K | Hold |
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|
2024
Q1 | $25.9K | Hold |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $19.7K | Hold |
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|
2023
Q2 | $16.5K | Hold |
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|
2023
Q1 | $17.1K | Hold |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $331K | Buy |
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