Rockefeller Capital Management’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 | $81.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $36K | Sell |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $60K | Buy |
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|
2021
Q3 | $39K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $17K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $25K | Buy |
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