United Services Automobile Association’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,765
| Closed | -$523K | – | 644 |
|
|
2025
Q1 | $523K | Buy |
+1,765
| New | +$523K | 0.02% | 517 |
|
|
2019
Q3 | – | Sell |
-2,851
| Closed | -$412K | – | 1234 |
|
|
2019
Q2 | $412K | Sell |
2,851
-1,692
| -37% | -$245K | ﹤0.01% | 1706 |
|
|
2019
Q1 | $572K | Sell |
4,543
-1,509
| -25% | -$190K | ﹤0.01% | 1577 |
|
|
2018
Q4 | $665K | Buy |
6,052
+268
| +5% | +$29.4K | ﹤0.01% | 1424 |
|
|
2018
Q3 | $728K | Buy |
5,784
+1,587
| +38% | +$200K | ﹤0.01% | 1502 |
|
|
2018
Q2 | $538K | Buy |
4,197
+1,346
| +47% | +$173K | ﹤0.01% | 1653 |
|
|
2018
Q1 | $272K | Buy |
+2,851
| New | +$272K | ﹤0.01% | 1937 |
|