Royal Bank of Canada’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Buy |
22,471
+13,724
| +157% | +$2.55M | ﹤0.01% | 2620 |
|
|
2025
Q4 | $1.9M | Sell |
8,747
-25,720
| -75% | -$5.57M | ﹤0.01% | 3176 |
|
|
2025
Q3 | $8M | Sell |
34,467
-69,449
| -67% | -$18.5M | ﹤0.01% | 2305 |
|
|
2025
Q2 | $32.6M | Buy |
103,916
+66,827
| +180% | +$19.8M | 0.01% | 1186 |
|
|
2025
Q1 | $11.1M | Buy |
37,089
+19,155
| +107% | +$6.03M | ﹤0.01% | 1669 |
|
|
2024
Q4 | $6.04M | Buy |
17,934
+4,288
| +31% | +$1.46M | ﹤0.01% | 2179 |
|
|
2024
Q3 | $4.36M | Buy |
13,646
+10,127
| +288% | +$3.15M | ﹤0.01% | 2386 |
|
|
2024
Q2 | $1.04M | Buy |
3,519
+2,705
| +332% | +$801K | ﹤0.01% | 3420 |
|
|
2024
Q1 | $252K | Sell |
814
-870
| -52% | -$251K | ﹤0.01% | 4495 |
|
|
2023
Q4 | $482K | Buy |
1,684
+172
| +11% | +$44.8K | ﹤0.01% | 4299 |
|
|
2023
Q3 | $354K | Sell |
1,512
-245
| -14% | -$55.3K | ﹤0.01% | 4313 |
|
|
2023
Q2 | $345K | Sell |
1,757
-1,891
| -52% | -$374K | ﹤0.01% | 4248 |
|
|
2023
Q1 | $740K | Buy |
3,648
+454
| +14% | +$99.8K | ﹤0.01% | 3562 |
|
|
2022
Q4 | $692K | Buy |
3,194
+241
| +8% | +$54.9K | ﹤0.01% | 3808 |
|
|
2022
Q3 | $627K | Sell |
2,953
-4,032
| -58% | -$959K | ﹤0.01% | 3825 |
|
|
2022
Q2 | $1.69M | Buy |
6,985
+482
| +7% | +$121K | ﹤0.01% | 3040 |
|
|
2022
Q1 | $1.78M | Sell |
6,503
-936
| -13% | -$265K | ﹤0.01% | 3152 |
|
|
2021
Q4 | $2.54M | Sell |
7,439
-3,848
| -34% | -$1.19M | ﹤0.01% | 2943 |
|
|
2021
Q3 | $2.92M | Buy |
11,287
+732
| +7% | +$192K | ﹤0.01% | 2764 |
|
|
2021
Q2 | $2.71M | Buy |
10,555
+5,053
| +92% | +$1.23M | ﹤0.01% | 2794 |
|
|
2021
Q1 | $1.24M | Sell |
5,502
-88
| -2% | -$20.6K | ﹤0.01% | 3395 |
|
|
2020
Q4 | $1.29M | Sell |
5,590
-1,346
| -19% | -$267K | ﹤0.01% | 3300 |
|
|
2020
Q3 | $1.11M | Buy |
6,936
+2,365
| +52% | +$374K | ﹤0.01% | 3180 |
|
|
2020
Q2 | $645K | Sell |
4,571
-501
| -10% | -$70.7K | ﹤0.01% | 3559 |
|
|
2020
Q1 | $589K | Sell |
5,072
-1,539
| -23% | -$223K | ﹤0.01% | 3465 |
|
|
2019
Q4 | $1M | Buy |
6,611
+757
| +13% | +$116K | ﹤0.01% | 3445 |
|
|
2019
Q3 | $856K | Buy |
5,854
+1,968
| +51% | +$303K | ﹤0.01% | 3472 |
|
|
2019
Q2 | $563K | Buy |
3,886
+361
| +10% | +$49.8K | ﹤0.01% | 3774 |
|
|
2019
Q1 | $444K | Buy |
3,525
+176
| +5% | +$21.2K | ﹤0.01% | 3809 |
|
|
2018
Q4 | $367K | Buy |
3,349
+349
| +12% | +$40.9K | ﹤0.01% | 3930 |
|
|
2018
Q3 | $377K | Buy |
3,000
+385
| +15% | +$51.9K | ﹤0.01% | 4082 |
|
|
2018
Q2 | $335K | Buy |
2,615
+254
| +11% | +$29K | ﹤0.01% | 4088 |
|
|
2018
Q1 | $225K | Buy |
2,361
+93
| +4% | +$8.94K | ﹤0.01% | 4255 |
|
|
2017
Q4 | $219K | Buy |
2,268
+90
| +4% | +$8.1K | ﹤0.01% | 4363 |
|
|
2017
Q3 | $185K | Buy |
2,178
+69
| +3% | +$5.63K | ﹤0.01% | 4572 |
|
|
2017
Q2 | $166K | Sell |
2,109
-43
| -2% | -$3.25K | ﹤0.01% | 4468 |
|
|
2017
Q1 | $170K | Buy |
2,152
+99
| +5% | +$7.7K | ﹤0.01% | 4444 |
|
|
2016
Q4 | $151K | Sell |
2,053
-975
| -32% | -$71.7K | ﹤0.01% | 4647 |
|
|
2016
Q3 | $240K | Sell |
3,028
-3,068
| -50% | -$252K | ﹤0.01% | 4301 |
|
|
2016
Q2 | $499K | Buy |
6,096
+3,267
| +115% | +$273K | ﹤0.01% | 3699 |
|
|
2016
Q1 | $250K | Sell |
2,829
-2,502
| -47% | -$199K | ﹤0.01% | 4211 |
|
|
2015
Q4 | $429K | Sell |
5,331
-7,961
| -60% | -$645K | ﹤0.01% | 3923 |
|
|
2015
Q3 | $1.07M | Buy |
13,292
+10,822
| +438% | +$884K | ﹤0.01% | 2798 |
|
|
2015
Q2 | $196K | Sell |
2,470
-10,088
| -80% | -$773K | ﹤0.01% | 4378 |
|
|
2015
Q1 | $940K | Sell |
12,558
-1,478
| -11% | -$105K | ﹤0.01% | 2936 |
|
|
2014
Q4 | $908K | Buy |
14,036
+9,931
| +242% | +$658K | ﹤0.01% | 3007 |
|
|
2014
Q3 | $279K | Sell |
4,105
-11,714
| -74% | -$802K | ﹤0.01% | 3953 |
|
|
2014
Q2 | $1.14M | Buy |
15,819
+6,328
| +67% | +$463K | ﹤0.01% | 2734 |
|
|
2014
Q1 | $750K | Sell |
9,491
-14,256
| -60% | -$1.14M | ﹤0.01% | 3015 |
|
|
2013
Q4 | $1.85M | Buy |
23,747
+13,015
| +121% | +$1.04M | ﹤0.01% | 2349 |
|
|
2013
Q3 | $851K | Buy |
10,732
+2,357
| +28% | +$182K | ﹤0.01% | 2915 |
|
|
2013
Q2 | $650K | Buy |
+8,375
| New | +$580K | ﹤0.01% | 2914 |
|
Other funds holding MORN
VPM
VCM