Welch & Forbes’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Hold |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $513K | Buy |
|
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|
2024
Q1 | $378K | Hold |
|
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|
2023
Q4 | $351K | Hold |
|
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $247K | Sell |
|
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|
2023
Q1 | $256K | Sell |
|
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $407K | Hold |
|
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $1.24M | Sell |
|
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|
2019
Q4 | $3.18M | Sell |
|
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|
2019
Q3 | $3.1M | Sell |
|
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $2.79M | Hold |
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|
2018
Q4 | $2.44M | Sell |
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|
2018
Q3 | $2.85M | Sell |
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|
2018
Q2 | $3.02M | Sell |
|
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|
2018
Q1 | $2.48M | Sell |
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|
2017
Q4 | $2.68M | Sell |
|
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|
2017
Q3 | $2.72M | Sell |
|
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|
2017
Q2 | $3.19M | Sell |
|
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|
2017
Q1 | $3.86M | Sell |
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|
2016
Q4 | $3.63M | Sell |
|
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|
2016
Q3 | $4.24M | Sell |
|
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|
2016
Q2 | $5.72M | Sell |
|
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|
2016
Q1 | $6.45M | Sell |
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|
2015
Q4 | $6.27M | Buy |
|
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|
2015
Q3 | $6.12M | Sell |
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|
2015
Q2 | $6.26M | Buy |
|
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|
2015
Q1 | $5.88M | Buy |
|
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|
2014
Q4 | $4.84M | Sell |
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|
2014
Q3 | $5.13M | Buy |
|
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|
2014
Q2 | $3.31M | Sell |
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|
2014
Q1 | $3.89M | Hold |
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|
2013
Q4 | $3.84M | Sell |
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|
2013
Q3 | $3.93M | Buy |
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|
2013
Q2 | $3.83M | Buy |
|