Simplex Trading’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 | – | Sell |
-424
| Closed | -$92.1K | – | 10321 |
|
|
2025
Q4 | $92.1K | Buy |
424
+364
| +607% | +$78.8K | ﹤0.01% | 5083 |
|
|
2025
Q3 | $13K | Buy |
+60
| New | +$16K | ﹤0.01% | 7706 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 9951 |
|
|
2025
Q1 | – | Sell |
-11
| Closed | -$3.46K | – | 9795 |
|
|
2024
Q4 | $3K | Buy |
+11
| New | +$3.75K | ﹤0.01% | 7896 |
|
|
2024
Q3 | – | Sell |
-3
| Closed | -$932 | – | 9808 |
|
|
2024
Q2 | $0 | Buy |
+3
| New | +$888 | ﹤0.01% | 10063 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 10104 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 10120 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 10061 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10271 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10401 |
|
|
2022
Q4 | – | Sell |
-395
| Closed | -$83K | – | 10575 |
|
|
2022
Q3 | $83K | Buy |
+395
| New | +$93.9K | ﹤0.01% | 5774 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 11233 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$11.3K | – | 11496 |
|
|
2021
Q4 | $13K | Sell |
40
-198
| -83% | -$61.3K | ﹤0.01% | 8806 |
|
|
2021
Q3 | $60K | Hold |
238
| – | – | ﹤0.01% | 7301 |
|
|
2021
Q2 | $61K | Sell |
238
-227
| -49% | -$55.1K | ﹤0.01% | 7409 |
|
|
2021
Q1 | $104K | Buy |
+465
| New | +$109K | 0.01% | 5699 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 9159 |
|
|
2020
Q3 | – | Sell |
-462
| Closed | -$65K | – | 8622 |
|
|
2020
Q2 | $65K | Buy |
462
+44
| +11% | +$6.21K | ﹤0.01% | 5251 |
|
|
2020
Q1 | $48K | Buy |
+418
| New | +$60.6K | ﹤0.01% | 5170 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 8122 |
|
|
2019
Q2 | – | Sell |
-144
| Closed | -$18K | – | 7943 |
|
|
2019
Q1 | $18K | Buy |
+144
| New | +$17.3K | ﹤0.01% | 5782 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$17.9K | – | 7861 |
|
|
2018
Q3 | $19K | Buy |
153
+124
| +428% | +$16.7K | ﹤0.01% | 5992 |
|
|
2018
Q2 | $3K | Sell |
29
-865
| -97% | -$98.9K | ﹤0.01% | 6932 |
|
|
2018
Q1 | $85K | Buy |
+894
| New | +$86K | 0.01% | 1934 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 6768 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 6731 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 6868 |
|
|
2017
Q1 | – | Sell |
-577
| Closed | -$44.9K | – | 6913 |
|
|
2016
Q4 | $42K | Buy |
+577
| New | +$42.4K | ﹤0.01% | 2325 |
|
|
2016
Q3 | – | Sell |
-71
| Closed | -$5K | – | 6627 |
|
|
2016
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 4253 |
|
|
2016
Q1 | $6K | Sell |
71
-29
| -29% | -$2.31K | ﹤0.01% | 3938 |
|
|
2015
Q4 | $8K | Buy |
+100
| New | +$8.1K | ﹤0.01% | 3510 |
|
|
2015
Q2 | – | Sell |
-9
| Closed | – | – | 5860 |
|
|
2015
Q1 | $0 | Buy |
+9
| New | +$638 | ﹤0.01% | 5625 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5035 |
|
Other funds holding MORN
VPM
VCM
