Tower Research Capital (TRC)’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 | $167K | Buy |
989
+43
| +5% | +$7.99K | ﹤0.01% | 1755 |
|
|
2025
Q4 | $206K | Sell |
946
-1,014
| -52% | -$220K | 0.01% | 1416 |
|
|
2025
Q3 | $455K | Buy |
1,960
+104
| +6% | +$27.7K | 0.01% | 934 |
|
|
2025
Q2 | $583K | Buy |
1,856
+950
| +105% | +$281K | 0.02% | 854 |
|
|
2025
Q1 | $272K | Sell |
906
-671
| -43% | -$211K | 0.01% | 1199 |
|
|
2024
Q4 | $531K | Buy |
1,577
+867
| +122% | +$296K | 0.01% | 1017 |
|
|
2024
Q3 | $227K | Buy |
710
+269
| +61% | +$83.6K | 0.01% | 1513 |
|
|
2024
Q2 | $130K | Sell |
441
-1,159
| -72% | -$343K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $493K | Sell |
1,600
-2,309
| -59% | -$665K | 0.01% | 875 |
|
|
2023
Q4 | $1.12M | Buy |
3,909
+3,388
| +650% | +$883K | 0.01% | 782 |
|
|
2023
Q3 | $122K | Buy |
521
+34
| +7% | +$7.68K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $95.5K | Buy |
+487
| New | +$96.4K | ﹤0.01% | 2052 |
|
|
2023
Q1 | – | Sell |
-745
| Closed | -$162K | – | 6109 |
|
|
2022
Q4 | $162K | Sell |
745
-349
| -32% | -$79.6K | 0.01% | 1443 |
|
|
2022
Q3 | $232K | Buy |
1,094
+1,015
| +1,285% | +$241K | ﹤0.01% | 1779 |
|
|
2022
Q2 | $19K | Sell |
79
-1,413
| -95% | -$356K | ﹤0.01% | 3851 |
|
|
2022
Q1 | $408K | Buy |
1,492
+105
| +8% | +$29.7K | ﹤0.01% | 1271 |
|
|
2021
Q4 | $474K | Buy |
1,387
+1,304
| +1,571% | +$404K | 0.01% | 1154 |
|
|
2021
Q3 | $21K | Sell |
83
-63
| -43% | -$16.6K | ﹤0.01% | 3669 |
|
|
2021
Q2 | $38K | Sell |
146
-2,604
| -95% | -$632K | ﹤0.01% | 3261 |
|
|
2021
Q1 | $619K | Buy |
2,750
+2,161
| +367% | +$506K | 0.01% | 1065 |
|
|
2020
Q4 | $136K | Buy |
589
+210
| +55% | +$41.7K | ﹤0.01% | 2065 |
|
|
2020
Q3 | $61K | Buy |
379
+255
| +206% | +$40.3K | ﹤0.01% | 3452 |
|
|
2020
Q2 | $17K | Sell |
124
-352
| -74% | -$49.7K | ﹤0.01% | 3761 |
|
|
2020
Q1 | $55K | Buy |
476
+474
| +23,700% | +$68.7K | ﹤0.01% | 1251 |
|
|
2019
Q4 | $0 | Sell |
2
-378
| -99% | -$58K | ﹤0.01% | 4068 |
|
|
2019
Q3 | $55K | Sell |
380
-195
| -34% | -$30K | ﹤0.01% | 1729 |
|
|
2019
Q2 | $83K | Buy |
+575
| New | +$79.4K | 0.01% | 1266 |
|
|
2019
Q1 | – | Sell |
-265
| Closed | -$29K | – | 4097 |
|
|
2018
Q4 | $29K | Sell |
265
-932
| -78% | -$109K | ﹤0.01% | 1654 |
|
|
2018
Q3 | $151K | Buy |
1,197
+1,182
| +7,880% | +$159K | 0.01% | 1131 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$1.72K | ﹤0.01% | 3343 |
|
|
2018
Q1 | – | Sell |
-707
| Closed | -$69K | – | 3652 |
|
|
2017
Q4 | $69K | Buy |
707
+652
| +1,185% | +$58.7K | 0.01% | 1106 |
|
|
2017
Q3 | $5K | Buy |
+55
| New | +$4.48K | ﹤0.01% | 3319 |
|
|
2017
Q2 | – | Sell |
-103
| Closed | -$8K | – | 3228 |
|
|
2017
Q1 | $8K | Buy |
+103
| New | +$8.01K | ﹤0.01% | 1919 |
|
|
2016
Q4 | – | Sell |
-255
| Closed | -$20K | – | 4193 |
|
|
2016
Q3 | $20K | Buy |
+255
| New | +$21K | ﹤0.01% | 1618 |
|
|
2016
Q1 | – | Sell |
-390
| Closed | -$31K | – | 4627 |
|
|
2015
Q4 | $31K | Buy |
390
+117
| +43% | +$9.48K | 0.01% | 862 |
|
|
2015
Q3 | $22K | Buy |
273
+177
| +184% | +$14.5K | ﹤0.01% | 1646 |
|
|
2015
Q2 | $8K | Sell |
96
-673
| -88% | -$51.5K | ﹤0.01% | 2893 |
|
|
2015
Q1 | $57K | Buy |
+769
| New | +$54.6K | 0.01% | 1364 |
|
|
2014
Q4 | – | Sell |
-17
| Closed | -$1K | – | 4434 |
|
|
2014
Q3 | $1K | Sell |
17
-470
| -97% | -$32.2K | ﹤0.01% | 4114 |
|
|
2014
Q2 | $35K | Buy |
+487
| New | +$35.6K | ﹤0.01% | 1494 |
|
|
2014
Q1 | – | Sell |
-816
| Closed | -$65K | – | 4753 |
|
|
2013
Q4 | $64K | Buy |
816
+668
| +451% | +$53.1K | 0.01% | 1192 |
|
|
2013
Q3 | $12K | Buy |
+148
| New | +$11.4K | ﹤0.01% | 3087 |
|
Other funds holding MORN
VPM
VCM
