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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-130
| Closed | -$28K | – | 1399 |
|
|
2025
Q4 | $28K | Sell |
130
-225
| -63% | -$48.7K | ﹤0.01% | 967 |
|
|
2025
Q3 | $80.3K | Hold |
355
| – | – | ﹤0.01% | 750 |
|
|
2025
Q2 | $111K | Hold |
355
| – | – | ﹤0.01% | 769 |
|
|
2025
Q1 | $106K | Buy |
355
+84
| +31% | +$26.5K | ﹤0.01% | 768 |
|
|
2024
Q4 | $91.3K | Buy |
271
+106
| +64% | +$36.2K | ﹤0.01% | 816 |
|
|
2024
Q3 | $52.7K | Hold |
165
| – | – | ﹤0.01% | 912 |
|
|
2024
Q2 | $48.8K | Buy |
165
+14
| +9% | +$4.14K | ﹤0.01% | 915 |
|
|
2024
Q1 | $46.6K | Hold |
151
| – | – | ﹤0.01% | 953 |
|
|
2023
Q4 | $43.2K | Sell |
151
-90
| -37% | -$23.4K | ﹤0.01% | 950 |
|
|
2023
Q3 | $56.4K | Hold |
241
| – | – | ﹤0.01% | 901 |
|
|
2023
Q2 | $47.3K | Hold |
241
| – | – | ﹤0.01% | 942 |
|
|
2023
Q1 | $48.9K | Buy |
241
+100
| +71% | +$22K | ﹤0.01% | 966 |
|
|
2022
Q4 | $30.5K | Buy |
141
+61
| +76% | +$13.9K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $17K | Hold |
80
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q2 | $19K | Hold |
80
| – | – | ﹤0.01% | 1186 |
|
|
2022
Q1 | $22K | Buy |
80
+24
| +43% | +$6.78K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $19K | Hold |
56
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q3 | $15K | Hold |
56
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $14K | Hold |
56
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q1 | $13K | Buy |
+56
| New | +$13.1K | ﹤0.01% | 1209 |
|
|
2017
Q2 | – | Sell |
-55
| Closed | -$4K | – | 1299 |
|
|
2017
Q1 | $4K | Buy |
+55
| New | +$4.28K | ﹤0.01% | 1190 |
|
|
2015
Q2 | – | Sell |
-284
| Closed | -$21K | – | 1255 |
|
|
2015
Q1 | $21K | Buy |
+284
| New | +$20.1K | ﹤0.01% | 871 |
|
Other funds holding MORN
VPM
VCM
