Voloridge Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
40,435
+39,194
| +3,158% | +$12.3M | 0.05% | 473 |
|
|
2025
Q1 | $372K | Buy |
+1,241
| New | +$372K | ﹤0.01% | 1110 |
|
|
2022
Q4 | – | Sell |
-5,859
| Closed | -$1.24M | – | 1561 |
|
|
2022
Q3 | $1.24M | Buy |
+5,859
| New | +$1.24M | 0.01% | 1103 |
|
|
2022
Q1 | – | Sell |
-1,346
| Closed | -$460K | – | 1583 |
|
|
2021
Q4 | $460K | Sell |
1,346
-5,745
| -81% | -$1.96M | ﹤0.01% | 1417 |
|
|
2021
Q3 | $1.84M | Buy |
7,091
+2,392
| +51% | +$620K | 0.01% | 1085 |
|
|
2021
Q2 | $1.21M | Sell |
4,699
-3,368
| -42% | -$866K | 0.01% | 1188 |
|
|
2021
Q1 | $1.82M | Sell |
8,067
-5,224
| -39% | -$1.18M | 0.01% | 851 |
|
|
2020
Q4 | $3.08M | Buy |
+13,291
| New | +$3.08M | 0.03% | 597 |
|
|
2020
Q3 | – | Sell |
-2,267
| Closed | -$320K | – | 1408 |
|
|
2020
Q2 | $320K | Buy |
2,267
+427
| +23% | +$60.3K | ﹤0.01% | 1121 |
|
|
2020
Q1 | $214K | Buy |
1,840
+94
| +5% | +$10.9K | 0.01% | 936 |
|
|
2019
Q4 | $264K | Sell |
1,746
-1,099
| -39% | -$166K | 0.01% | 957 |
|
|
2019
Q3 | $416K | Buy |
+2,845
| New | +$416K | 0.01% | 851 |
|