Wells Fargo’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Buy |
85,849
+1,311
| +2% | +$412K | 0.01% | 1105 |
|
|
2025
Q1 | $25.4M | Sell |
84,538
-2,470
| -3% | -$741K | 0.01% | 1077 |
|
|
2024
Q4 | $29.3M | Sell |
87,008
-1,568
| -2% | -$528K | 0.01% | 987 |
|
|
2024
Q3 | $28.3M | Sell |
88,576
-1,252
| -1% | -$400K | 0.01% | 998 |
|
|
2024
Q2 | $26.6M | Sell |
89,828
-12,226
| -12% | -$3.62M | 0.01% | 999 |
|
|
2024
Q1 | $31.5M | Buy |
102,054
+323
| +0.3% | +$99.6K | 0.01% | 895 |
|
|
2023
Q4 | $29.1M | Sell |
101,731
-5,947
| -6% | -$1.7M | 0.01% | 892 |
|
|
2023
Q3 | $25.2M | Sell |
107,678
-3,073
| -3% | -$720K | 0.01% | 903 |
|
|
2023
Q2 | $21.7M | Buy |
110,751
+27,476
| +33% | +$5.39M | 0.01% | 1021 |
|
|
2023
Q1 | $16.9M | Sell |
83,275
-1,924
| -2% | -$391K | ﹤0.01% | 1183 |
|
|
2022
Q4 | $18.5M | Sell |
85,199
-4,325
| -5% | -$937K | 0.01% | 1104 |
|
|
2022
Q3 | $19M | Sell |
89,524
-5,073
| -5% | -$1.08M | 0.01% | 1052 |
|
|
2022
Q2 | $22.9M | Sell |
94,597
-2,471
| -3% | -$598K | 0.01% | 1016 |
|
|
2022
Q1 | $26.5M | Buy |
97,068
+12,001
| +14% | +$3.28M | 0.01% | 1091 |
|
|
2021
Q4 | $29.1M | Sell |
85,067
-165,864
| -66% | -$56.7M | 0.01% | 1037 |
|
|
2021
Q3 | $65M | Sell |
250,931
-9,851
| -4% | -$2.55M | 0.01% | 879 |
|
|
2021
Q2 | $67M | Sell |
260,782
-55,321
| -18% | -$14.2M | 0.01% | 873 |
|
|
2021
Q1 | $71.1M | Buy |
316,103
+63,247
| +25% | +$14.2M | 0.02% | 844 |
|
|
2020
Q4 | $58.6M | Buy |
252,856
+67,100
| +36% | +$15.5M | 0.01% | 899 |
|
|
2020
Q3 | $29.8M | Sell |
185,756
-7,438
| -4% | -$1.19M | 0.01% | 1144 |
|
|
2020
Q2 | $27.2M | Sell |
193,194
-48,855
| -20% | -$6.89M | 0.01% | 1168 |
|
|
2020
Q1 | $28.1M | Sell |
242,049
-24,852
| -9% | -$2.89M | 0.01% | 1053 |
|
|
2019
Q4 | $40.4M | Sell |
266,901
-34,406
| -11% | -$5.21M | 0.01% | 1053 |
|
|
2019
Q3 | $44M | Buy |
301,307
+2,202
| +0.7% | +$322K | 0.01% | 972 |
|
|
2019
Q2 | $43.3M | Sell |
299,105
-1,442
| -0.5% | -$209K | 0.01% | 992 |
|
|
2019
Q1 | $37.9M | Sell |
300,547
-77,820
| -21% | -$9.8M | 0.01% | 1050 |
|
|
2018
Q4 | $41.6M | Buy |
378,367
+40,568
| +12% | +$4.46M | 0.01% | 912 |
|
|
2018
Q3 | $42.5M | Buy |
337,799
+81,574
| +32% | +$10.3M | 0.01% | 1028 |
|
|
2018
Q2 | $32.9M | Buy |
256,225
+53,118
| +26% | +$6.81M | 0.01% | 1166 |
|
|
2018
Q1 | $19.4M | Buy |
203,107
+38,367
| +23% | +$3.66M | 0.01% | 1480 |
|
|
2017
Q4 | $16M | Buy |
164,740
+5,117
| +3% | +$496K | ﹤0.01% | 1626 |
|
|
2017
Q3 | $13.6M | Sell |
159,623
-570
| -0.4% | -$48.4K | ﹤0.01% | 1712 |
|
|
2017
Q2 | $12.6M | Sell |
160,193
-10,540
| -6% | -$826K | ﹤0.01% | 1738 |
|
|
2017
Q1 | $13.4M | Sell |
170,733
-7,490
| -4% | -$589K | ﹤0.01% | 1655 |
|
|
2016
Q4 | $13.1M | Buy |
178,223
+90,259
| +103% | +$6.64M | ﹤0.01% | 1650 |
|
|
2016
Q3 | $6.97M | Buy |
87,964
+514
| +0.6% | +$40.7K | ﹤0.01% | 2008 |
|
|
2016
Q2 | $7.15M | Sell |
87,450
-39,513
| -31% | -$3.23M | ﹤0.01% | 2058 |
|
|
2016
Q1 | $11.2M | Sell |
126,963
-32,632
| -20% | -$2.88M | ﹤0.01% | 1705 |
|
|
2015
Q4 | $12.8M | Buy |
159,595
+39,230
| +33% | +$3.15M | 0.01% | 1618 |
|
|
2015
Q3 | $9.66M | Sell |
120,365
-582
| -0.5% | -$46.7K | ﹤0.01% | 1822 |
|
|
2015
Q2 | $9.62M | Buy |
120,947
+1,595
| +1% | +$127K | ﹤0.01% | 1941 |
|
|
2015
Q1 | $8.94M | Buy |
119,352
+2,753
| +2% | +$206K | ﹤0.01% | 1968 |
|
|
2014
Q4 | $7.55M | Sell |
116,599
-93,522
| -45% | -$6.05M | ﹤0.01% | 2018 |
|
|
2014
Q3 | $14.3M | Sell |
210,121
-107,746
| -34% | -$7.32M | 0.01% | 1482 |
|
|
2014
Q2 | $22.8M | Buy |
317,867
+14,456
| +5% | +$1.04M | 0.01% | 1198 |
|
|
2014
Q1 | $24M | Sell |
303,411
-4,134
| -1% | -$327K | 0.01% | 1154 |
|
|
2013
Q4 | $24M | Sell |
307,545
-11,120
| -3% | -$868K | 0.01% | 1129 |
|
|
2013
Q3 | $25.3M | Sell |
318,665
-3,361
| -1% | -$266K | 0.01% | 1049 |
|
|
2013
Q2 | $25M | Buy |
+322,026
| New | +$25M | 0.01% | 996 |
|