UBS Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
57,707
-47,543
| -45% | -$14.9M | ﹤0.01% | 1938 |
|
|
2025
Q1 | $31.6M | Sell |
105,250
-2,635
| -2% | -$790K | 0.01% | 1488 |
|
|
2024
Q4 | $36.3M | Buy |
107,885
+90,121
| +507% | +$30.3M | 0.01% | 1323 |
|
|
2024
Q3 | $5.67M | Buy |
17,764
+6,596
| +59% | +$2.1M | ﹤0.01% | 2168 |
|
|
2024
Q2 | $3.3M | Sell |
11,168
-8,278
| -43% | -$2.45M | ﹤0.01% | 2435 |
|
|
2024
Q1 | $6M | Buy |
19,446
+8,143
| +72% | +$2.51M | ﹤0.01% | 2030 |
|
|
2023
Q4 | $3.24M | Buy |
11,303
+8,656
| +327% | +$2.48M | ﹤0.01% | 2402 |
|
|
2023
Q3 | $620K | Sell |
2,647
-6,340
| -71% | -$1.49M | ﹤0.01% | 3459 |
|
|
2023
Q2 | $1.76M | Buy |
8,987
+2,328
| +35% | +$456K | ﹤0.01% | 2799 |
|
|
2023
Q1 | $1.35M | Buy |
6,659
+3,063
| +85% | +$622K | ﹤0.01% | 2935 |
|
|
2022
Q4 | $779K | Sell |
3,596
-2,699
| -43% | -$585K | ﹤0.01% | 3331 |
|
|
2022
Q3 | $1.34M | Sell |
6,295
-7,664
| -55% | -$1.63M | ﹤0.01% | 2631 |
|
|
2022
Q2 | $3.38M | Buy |
13,959
+2,719
| +24% | +$658K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $3.07M | Sell |
11,240
-5,286
| -32% | -$1.44M | ﹤0.01% | 2334 |
|
|
2021
Q4 | $5.65M | Buy |
16,526
+9,301
| +129% | +$3.18M | ﹤0.01% | 1988 |
|
|
2021
Q3 | $1.87M | Sell |
7,225
-4,588
| -39% | -$1.19M | ﹤0.01% | 2798 |
|
|
2021
Q2 | $3.04M | Buy |
11,813
+2,427
| +26% | +$624K | ﹤0.01% | 2398 |
|
|
2021
Q1 | $2.11M | Sell |
9,386
-9,545
| -50% | -$2.15M | ﹤0.01% | 2723 |
|
|
2020
Q4 | $4.38M | Sell |
18,931
-13,729
| -42% | -$3.18M | ﹤0.01% | 1960 |
|
|
2020
Q3 | $5.25M | Buy |
32,660
+3,714
| +13% | +$596K | ﹤0.01% | 1680 |
|
|
2020
Q2 | $4.08M | Buy |
28,946
+20,781
| +255% | +$2.93M | ﹤0.01% | 1737 |
|
|
2020
Q1 | $949K | Sell |
8,165
-5,773
| -41% | -$671K | ﹤0.01% | 2709 |
|
|
2019
Q4 | $2.11M | Buy |
13,938
+1,465
| +12% | +$222K | ﹤0.01% | 2723 |
|
|
2019
Q3 | $1.82M | Sell |
12,473
-1,238
| -9% | -$181K | ﹤0.01% | 2692 |
|
|
2019
Q2 | $1.98M | Sell |
13,711
-1,518
| -10% | -$220K | ﹤0.01% | 2519 |
|
|
2019
Q1 | $1.92M | Buy |
15,229
+3,028
| +25% | +$382K | ﹤0.01% | 2460 |
|
|
2018
Q4 | $1.34M | Buy |
12,201
+2,412
| +25% | +$265K | ﹤0.01% | 2760 |
|
|
2018
Q3 | $1.23M | Sell |
9,789
-1,805
| -16% | -$227K | ﹤0.01% | 2978 |
|
|
2018
Q2 | $1.49M | Sell |
11,594
-9,258
| -44% | -$1.19M | ﹤0.01% | 2769 |
|
|
2018
Q1 | $1.99M | Sell |
20,852
-809
| -4% | -$77.2K | ﹤0.01% | 2562 |
|
|
2017
Q4 | $2.1M | Sell |
21,661
-47,929
| -69% | -$4.65M | ﹤0.01% | 2492 |
|
|
2017
Q3 | $5.92M | Buy |
69,590
+3,126
| +5% | +$266K | ﹤0.01% | 1625 |
|
|
2017
Q2 | $5.21M | Buy |
66,464
+54,364
| +449% | +$4.26M | ﹤0.01% | 1667 |
|
|
2017
Q1 | $951K | Sell |
12,100
-6,851
| -36% | -$538K | ﹤0.01% | 2873 |
|
|
2016
Q4 | $1.39M | Buy |
18,951
+4,974
| +36% | +$366K | ﹤0.01% | 2564 |
|
|
2016
Q3 | $1.11M | Buy |
13,977
+2,587
| +23% | +$205K | ﹤0.01% | 2667 |
|
|
2016
Q2 | $932K | Buy |
11,390
+2,042
| +22% | +$167K | ﹤0.01% | 2756 |
|
|
2016
Q1 | $825K | Sell |
9,348
-20,253
| -68% | -$1.79M | ﹤0.01% | 2793 |
|
|
2015
Q4 | $2.38M | Buy |
29,601
+21,127
| +249% | +$1.7M | ﹤0.01% | 2055 |
|
|
2015
Q3 | $680K | Sell |
8,474
-6,392
| -43% | -$513K | ﹤0.01% | 2898 |
|
|
2015
Q2 | $1.18M | Sell |
14,866
-60,317
| -80% | -$4.8M | ﹤0.01% | 2678 |
|
|
2015
Q1 | $5.63M | Buy |
75,183
+2,368
| +3% | +$177K | ﹤0.01% | 1551 |
|
|
2014
Q4 | $4.71M | Buy |
+72,815
| New | +$4.71M | ﹤0.01% | 1649 |
|