Whittier Trust’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 | $80.3K | Hold |
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|
2025
Q2 | $111K | Hold |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $91.3K | Buy |
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|
2024
Q3 | $52.7K | Hold |
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|
2024
Q2 | $48.8K | Buy |
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|
2024
Q1 | $46.6K | Hold |
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|
2023
Q4 | $43.2K | Sell |
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|
2023
Q3 | $56.4K | Hold |
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|
2023
Q2 | $47.3K | Hold |
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|
2023
Q1 | $48.9K | Buy |
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|
2022
Q4 | $30.5K | Buy |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $21K | Buy |
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