Welch & Forbes’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
1,374
-135
| -9% | -$42.4K | 0.01% | 286 |
|
|
2025
Q1 | $453K | Sell |
1,509
-100
| -6% | -$30K | 0.01% | 276 |
|
|
2024
Q4 | $542K | Sell |
1,609
-125
| -7% | -$42.1K | 0.01% | 271 |
|
|
2024
Q3 | $553K | Hold |
1,734
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $513K | Buy |
1,734
+509
| +42% | +$151K | 0.01% | 279 |
|
|
2024
Q1 | $378K | Hold |
1,225
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $351K | Hold |
1,225
| – | – | 0.01% | 319 |
|
|
2023
Q3 | $287K | Sell |
1,225
-35
| -3% | -$8.2K | ﹤0.01% | 331 |
|
|
2023
Q2 | $247K | Sell |
1,260
-2
| -0.2% | -$392 | ﹤0.01% | 348 |
|
|
2023
Q1 | $256K | Sell |
1,262
-148
| -10% | -$30K | ﹤0.01% | 340 |
|
|
2022
Q4 | $305K | Hold |
1,410
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $300K | Hold |
1,410
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $341K | Hold |
1,410
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $385K | Hold |
1,410
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $483K | Hold |
1,410
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $366K | Sell |
1,410
-576
| -29% | -$150K | 0.01% | 318 |
|
|
2021
Q2 | $510K | Sell |
1,986
-2
| -0.1% | -$514 | 0.01% | 291 |
|
|
2021
Q1 | $448K | Sell |
1,988
-350
| -15% | -$78.9K | 0.01% | 291 |
|
|
2020
Q4 | $541K | Sell |
2,338
-200
| -8% | -$46.3K | 0.01% | 264 |
|
|
2020
Q3 | $407K | Hold |
2,538
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $357K | Sell |
2,538
-8,114
| -76% | -$1.14M | 0.01% | 275 |
|
|
2020
Q1 | $1.24M | Sell |
10,652
-10,345
| -49% | -$1.2M | 0.03% | 175 |
|
|
2019
Q4 | $3.18M | Sell |
20,997
-216
| -1% | -$32.7K | 0.07% | 150 |
|
|
2019
Q3 | $3.1M | Sell |
21,213
-250
| -1% | -$36.5K | 0.07% | 149 |
|
|
2019
Q2 | $3.1M | Sell |
21,463
-708
| -3% | -$102K | 0.08% | 148 |
|
|
2019
Q1 | $2.79M | Hold |
22,171
| – | – | 0.07% | 153 |
|
|
2018
Q4 | $2.44M | Sell |
22,171
-450
| -2% | -$49.4K | 0.07% | 149 |
|
|
2018
Q3 | $2.85M | Sell |
22,621
-900
| -4% | -$113K | 0.07% | 156 |
|
|
2018
Q2 | $3.02M | Sell |
23,521
-2,450
| -9% | -$314K | 0.08% | 147 |
|
|
2018
Q1 | $2.48M | Sell |
25,971
-1,650
| -6% | -$158K | 0.06% | 165 |
|
|
2017
Q4 | $2.68M | Sell |
27,621
-4,369
| -14% | -$424K | 0.07% | 148 |
|
|
2017
Q3 | $2.72M | Sell |
31,990
-8,700
| -21% | -$739K | 0.07% | 151 |
|
|
2017
Q2 | $3.19M | Sell |
40,690
-8,433
| -17% | -$661K | 0.09% | 138 |
|
|
2017
Q1 | $3.86M | Sell |
49,123
-200
| -0.4% | -$15.7K | 0.11% | 136 |
|
|
2016
Q4 | $3.63M | Sell |
49,323
-4,192
| -8% | -$308K | 0.11% | 136 |
|
|
2016
Q3 | $4.24M | Sell |
53,515
-16,410
| -23% | -$1.3M | 0.15% | 117 |
|
|
2016
Q2 | $5.72M | Sell |
69,925
-3,130
| -4% | -$256K | 0.17% | 111 |
|
|
2016
Q1 | $6.45M | Sell |
73,055
-4,927
| -6% | -$435K | 0.2% | 111 |
|
|
2015
Q4 | $6.27M | Buy |
77,982
+1,755
| +2% | +$141K | 0.2% | 110 |
|
|
2015
Q3 | $6.12M | Sell |
76,227
-2,475
| -3% | -$199K | 0.2% | 108 |
|
|
2015
Q2 | $6.26M | Buy |
78,702
+150
| +0.2% | +$11.9K | 0.19% | 111 |
|
|
2015
Q1 | $5.89M | Buy |
78,552
+3,700
| +5% | +$277K | 0.18% | 117 |
|
|
2014
Q4 | $4.84M | Sell |
74,852
-675
| -0.9% | -$43.7K | 0.14% | 127 |
|
|
2014
Q3 | $5.13M | Buy |
75,527
+29,483
| +64% | +$2M | 0.16% | 122 |
|
|
2014
Q2 | $3.31M | Sell |
46,044
-3,147
| -6% | -$226K | 0.1% | 133 |
|
|
2014
Q1 | $3.89M | Hold |
49,191
| – | – | 0.12% | 131 |
|
|
2013
Q4 | $3.84M | Sell |
49,191
-400
| -0.8% | -$31.2K | 0.12% | 129 |
|
|
2013
Q3 | $3.93M | Buy |
49,591
+250
| +0.5% | +$19.8K | 0.13% | 129 |
|
|
2013
Q2 | $3.83M | Buy |
+49,341
| New | +$3.83M | 0.14% | 126 |
|