Shell Asset 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
Q2 | $209K | Sell |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $218K | Buy |
|