State of Wisconsin Investment Board’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
7,589
-1,183
| -13% | -$371K | 0.01% | 1217 |
|
|
2025
Q1 | $2.63M | Sell |
8,772
-375
| -4% | -$112K | 0.01% | 1144 |
|
|
2024
Q4 | $3.08M | Sell |
9,147
-1,765
| -16% | -$594K | 0.01% | 1129 |
|
|
2024
Q3 | $3.48M | Sell |
10,912
-68
| -0.6% | -$21.7K | 0.01% | 1096 |
|
|
2024
Q2 | $3.25M | Sell |
10,980
-950
| -8% | -$281K | 0.01% | 1099 |
|
|
2024
Q1 | $3.68M | Sell |
11,930
-1,246
| -9% | -$384K | 0.01% | 1054 |
|
|
2023
Q4 | $3.77M | Sell |
13,176
-5,635
| -30% | -$1.61M | 0.01% | 1076 |
|
|
2023
Q3 | $4.41M | Sell |
18,811
-1,100
| -6% | -$258K | 0.01% | 977 |
|
|
2023
Q2 | $3.9M | Sell |
19,911
-689
| -3% | -$135K | 0.01% | 1078 |
|
|
2023
Q1 | $4.18M | Sell |
20,600
-2,277
| -10% | -$462K | 0.01% | 1052 |
|
|
2022
Q4 | $4.95M | Sell |
22,877
-1,575
| -6% | -$341K | 0.02% | 947 |
|
|
2022
Q3 | $5.19M | Sell |
24,452
-1,662
| -6% | -$353K | 0.02% | 916 |
|
|
2022
Q2 | $6.32M | Buy |
26,114
+4,726
| +22% | +$1.14M | 0.02% | 876 |
|
|
2022
Q1 | $5.84M | Buy |
21,388
+18,544
| +652% | +$5.07M | 0.01% | 1077 |
|
|
2021
Q4 | $973K | Sell |
2,844
-88
| -3% | -$30.1K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $759K | Buy |
2,932
+140
| +5% | +$36.2K | ﹤0.01% | 1533 |
|
|
2021
Q2 | $718K | Buy |
2,792
+49
| +2% | +$12.6K | ﹤0.01% | 1567 |
|
|
2021
Q1 | $617K | Sell |
2,743
-37
| -1% | -$8.32K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $644K | Sell |
2,780
-110
| -4% | -$25.5K | ﹤0.01% | 1442 |
|
|
2020
Q3 | $464K | Buy |
2,890
+50
| +2% | +$8.03K | ﹤0.01% | 1500 |
|
|
2020
Q2 | $400K | Buy |
2,840
+180
| +7% | +$25.4K | ﹤0.01% | 1484 |
|
|
2020
Q1 | $309K | Sell |
2,660
-120
| -4% | -$13.9K | ﹤0.01% | 1483 |
|
|
2019
Q4 | $421K | Hold |
2,780
| – | – | ﹤0.01% | 1471 |
|
|
2019
Q3 | $406K | Sell |
2,780
-22
| -0.8% | -$3.21K | ﹤0.01% | 1390 |
|
|
2019
Q2 | $405K | Sell |
2,802
-580
| -17% | -$83.8K | ﹤0.01% | 1378 |
|
|
2019
Q1 | $426K | Sell |
3,382
-100
| -3% | -$12.6K | ﹤0.01% | 1385 |
|
|
2018
Q4 | $382K | Hold |
3,482
| – | – | ﹤0.01% | 1381 |
|
|
2018
Q3 | $438K | Sell |
3,482
-119
| -3% | -$15K | ﹤0.01% | 1428 |
|
|
2018
Q2 | $462K | Sell |
3,601
-199
| -5% | -$25.5K | ﹤0.01% | 1373 |
|
|
2018
Q1 | $363K | Sell |
3,800
-106
| -3% | -$10.1K | ﹤0.01% | 1344 |
|
|
2017
Q4 | $379K | Buy |
3,906
+52
| +1% | +$5.05K | ﹤0.01% | 1327 |
|
|
2017
Q3 | $328K | Buy |
3,854
+80
| +2% | +$6.81K | ﹤0.01% | 1361 |
|
|
2017
Q2 | $296K | Buy |
3,774
+160
| +4% | +$12.5K | ﹤0.01% | 1369 |
|
|
2017
Q1 | $284K | Sell |
3,614
-6,326
| -64% | -$497K | ﹤0.01% | 1254 |
|
|
2016
Q4 | $731K | Sell |
9,940
-1,577
| -14% | -$116K | ﹤0.01% | 1222 |
|
|
2016
Q3 | $913K | Sell |
11,517
-100
| -0.9% | -$7.93K | ﹤0.01% | 1254 |
|
|
2016
Q2 | $950K | Sell |
11,617
-1,640
| -12% | -$134K | ﹤0.01% | 1234 |
|
|
2016
Q1 | $1.17M | Sell |
13,257
-590
| -4% | -$52.1K | ﹤0.01% | 1188 |
|
|
2015
Q4 | $1.11M | Sell |
13,847
-410
| -3% | -$33K | ﹤0.01% | 1202 |
|
|
2015
Q3 | $1.14M | Sell |
14,257
-430
| -3% | -$34.5K | ﹤0.01% | 1224 |
|
|
2015
Q2 | $1.17M | Buy |
14,687
+10
| +0.1% | +$795 | ﹤0.01% | 1270 |
|
|
2015
Q1 | $1.1M | Sell |
14,677
-440
| -3% | -$32.9K | ﹤0.01% | 1247 |
|
|
2014
Q4 | $978K | Buy |
15,117
+860
| +6% | +$55.6K | ﹤0.01% | 1262 |
|
|
2014
Q3 | $968K | Buy |
14,257
+140
| +1% | +$9.51K | ﹤0.01% | 1272 |
|
|
2014
Q2 | $1.01M | Sell |
14,117
-630
| -4% | -$45.3K | ﹤0.01% | 1277 |
|
|
2014
Q1 | $1.17M | Buy |
14,747
+10
| +0.1% | +$790 | ﹤0.01% | 1240 |
|
|
2013
Q4 | $1.15M | Sell |
14,737
-470
| -3% | -$36.7K | ﹤0.01% | 1223 |
|
|
2013
Q3 | $1.21M | Sell |
15,207
-1,180
| -7% | -$93.5K | 0.01% | 1208 |
|
|
2013
Q2 | $1.27M | Buy |
+16,387
| New | +$1.27M | 0.01% | 1206 |
|