Wasatch Advisors’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 | $202M | Sell |
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|
2025
Q1 | $199M | Sell |
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|
2024
Q4 | $232M | Sell |
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|
2024
Q3 | $222M | Buy |
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|
2024
Q2 | $181M | Buy |
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|
2024
Q1 | $173M | Buy |
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|
2023
Q4 | $153M | Buy |
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|
2023
Q3 | $124M | Buy |
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|
2023
Q2 | $99.7M | Sell |
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|
2023
Q1 | $113M | Sell |
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|
2022
Q4 | $138M | Sell |
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|
2022
Q3 | $137M | Sell |
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|
2022
Q2 | $169M | Sell |
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|
2022
Q1 | $213M | Sell |
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|
2021
Q4 | $276M | Sell |
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|
2021
Q3 | $211M | Buy |
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|
2021
Q2 | $209M | Sell |
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|
2021
Q1 | $188M | Sell |
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|
2020
Q4 | $195M | Buy |
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|
2020
Q3 | $132M | Buy |
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|
2020
Q2 | $91.2M | Buy |
|