United Services Automobile Association’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
Sell
2025
Q1
$523K Buy
2019
Q3
Sell
2019
Q2
$412K Sell
2019
Q1
$572K Sell
2018
Q4
$665K Buy
2018
Q3
$728K Buy
2018
Q2
$538K Buy
2018
Q1
$272K Buy