William Blair & Company’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
2,896
-1,250
| -30% | -$392K | ﹤0.01% | 923 |
|
|
2025
Q1 | $1.24M | Buy |
4,146
+1
| +0% | +$300 | ﹤0.01% | 825 |
|
|
2024
Q4 | $1.4M | Sell |
4,145
-50
| -1% | -$16.8K | ﹤0.01% | 806 |
|
|
2024
Q3 | $1.34M | Sell |
4,195
-424
| -9% | -$135K | ﹤0.01% | 818 |
|
|
2024
Q2 | $1.37M | Buy |
4,619
+3
| +0.1% | +$888 | ﹤0.01% | 786 |
|
|
2024
Q1 | $1.42M | Sell |
4,616
-463
| -9% | -$143K | ﹤0.01% | 772 |
|
|
2023
Q4 | $1.45M | Sell |
5,079
-909
| -15% | -$260K | 0.01% | 749 |
|
|
2023
Q3 | $1.4M | Sell |
5,988
-8
| -0.1% | -$1.87K | 0.01% | 743 |
|
|
2023
Q2 | $1.18M | Sell |
5,996
-214
| -3% | -$42K | ﹤0.01% | 798 |
|
|
2023
Q1 | $1.26M | Sell |
6,210
-361
| -5% | -$73.3K | 0.01% | 775 |
|
|
2022
Q4 | $1.42M | Sell |
6,571
-82
| -1% | -$17.8K | 0.01% | 723 |
|
|
2022
Q3 | $1.41M | Sell |
6,653
-199
| -3% | -$42.3K | 0.01% | 709 |
|
|
2022
Q2 | $1.66M | Sell |
6,852
-200
| -3% | -$48.4K | 0.01% | 692 |
|
|
2022
Q1 | $1.93M | Sell |
7,052
-235
| -3% | -$64.2K | 0.01% | 705 |
|
|
2021
Q4 | $2.49M | Sell |
7,287
-135
| -2% | -$46.2K | 0.01% | 665 |
|
|
2021
Q3 | $1.92M | Hold |
7,422
| – | – | 0.01% | 717 |
|
|
2021
Q2 | $1.91M | Sell |
7,422
-819
| -10% | -$211K | 0.01% | 721 |
|
|
2021
Q1 | $1.86M | Sell |
8,241
-4,475
| -35% | -$1.01M | 0.01% | 712 |
|
|
2020
Q4 | $2.95M | Sell |
12,716
-9,797
| -44% | -$2.27M | 0.01% | 549 |
|
|
2020
Q3 | $3.62M | Sell |
22,513
-439
| -2% | -$70.5K | 0.02% | 462 |
|
|
2020
Q2 | $3.24M | Sell |
22,952
-1,652
| -7% | -$233K | 0.02% | 462 |
|
|
2020
Q1 | $2.86M | Sell |
24,604
-6,080
| -20% | -$707K | 0.02% | 448 |
|
|
2019
Q4 | $4.64M | Buy |
30,684
+1
| +0% | +$151 | 0.02% | 409 |
|
|
2019
Q3 | $4.48M | Sell |
30,683
-7,982
| -21% | -$1.17M | 0.03% | 393 |
|
|
2019
Q2 | $5.59M | Sell |
38,665
-749
| -2% | -$108K | 0.03% | 357 |
|
|
2019
Q1 | $4.97M | Sell |
39,414
-59
| -0.1% | -$7.43K | 0.03% | 369 |
|
|
2018
Q4 | $4.34M | Sell |
39,473
-5,805
| -13% | -$638K | 0.03% | 360 |
|
|
2018
Q3 | $5.7M | Sell |
45,278
-2,884
| -6% | -$363K | 0.03% | 350 |
|
|
2018
Q2 | $6.18M | Sell |
48,162
-33,520
| -41% | -$4.3M | 0.04% | 311 |
|
|
2018
Q1 | $7.8M | Sell |
81,682
-127,491
| -61% | -$12.2M | 0.06% | 271 |
|
|
2017
Q4 | $20.3M | Sell |
209,173
-11,851
| -5% | -$1.15M | 0.14% | 156 |
|
|
2017
Q3 | $18.8M | Sell |
221,024
-9,640
| -4% | -$819K | 0.14% | 160 |
|
|
2017
Q2 | $18.1M | Sell |
230,664
-3,152
| -1% | -$247K | 0.14% | 170 |
|
|
2017
Q1 | $18.7M | Sell |
233,816
-1,626
| -0.7% | -$130K | 0.15% | 156 |
|
|
2016
Q4 | $17.3M | Sell |
235,442
-15,123
| -6% | -$1.11M | 0.15% | 159 |
|
|
2016
Q3 | $19.9M | Sell |
250,565
-3,569
| -1% | -$283K | 0.18% | 147 |
|
|
2016
Q2 | $20.8M | Sell |
254,134
-13,906
| -5% | -$1.14M | 0.19% | 134 |
|
|
2016
Q1 | $23.7M | Sell |
268,040
-36
| -0% | -$3.18K | 0.22% | 120 |
|
|
2015
Q4 | $21.6M | Sell |
268,076
-1,401
| -0.5% | -$113K | 0.2% | 128 |
|
|
2015
Q3 | $21.6M | Sell |
269,477
-209
| -0.1% | -$16.8K | 0.19% | 137 |
|
|
2015
Q2 | $21.5M | Sell |
269,686
-34,340
| -11% | -$2.73M | 0.03% | 619 |
|
|
2015
Q1 | $22.8M | Sell |
304,026
-2,096
| -0.7% | -$157K | 0.04% | 554 |
|
|
2014
Q4 | $19.8M | Sell |
306,122
-69,270
| -18% | -$4.48M | 0.03% | 599 |
|
|
2014
Q3 | $25.5M | Sell |
375,392
-43,185
| -10% | -$2.93M | 0.04% | 490 |
|
|
2014
Q2 | $30.1M | Sell |
418,577
-1,821
| -0.4% | -$131K | 0.05% | 443 |
|
|
2014
Q1 | $33.2M | Buy |
420,398
+40,605
| +11% | +$3.21M | 0.06% | 408 |
|
|
2013
Q4 | $29.7M | Buy |
379,793
+7,621
| +2% | +$595K | 0.05% | 446 |
|
|
2013
Q3 | $29.5M | Buy |
372,172
+23,637
| +7% | +$1.87M | 0.05% | 435 |
|
|
2013
Q2 | $27M | Buy |
+348,535
| New | +$27M | 0.05% | 433 |
|