Zurich Cantonal Bank’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
8,212
+1,183
| +17% | +$371K | 0.01% | 764 |
|
|
2025
Q1 | $2.11M | Buy |
7,029
+211
| +3% | +$63.3K | 0.01% | 795 |
|
|
2024
Q4 | $2.3M | Buy |
6,818
+738
| +12% | +$249K | 0.01% | 794 |
|
|
2024
Q3 | $1.94M | Sell |
6,080
-425
| -7% | -$136K | 0.01% | 804 |
|
|
2024
Q2 | $1.92M | Buy |
6,505
+1,234
| +23% | +$365K | 0.01% | 770 |
|
|
2024
Q1 | $1.63M | Sell |
5,271
-343
| -6% | -$106K | 0.01% | 828 |
|
|
2023
Q4 | $1.61M | Buy |
5,614
+549
| +11% | +$157K | 0.01% | 828 |
|
|
2023
Q3 | $1.19M | Buy |
5,065
+650
| +15% | +$152K | 0.01% | 892 |
|
|
2023
Q2 | $866K | Buy |
4,415
+430
| +11% | +$84.3K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $809K | Buy |
3,985
+218
| +6% | +$44.3K | ﹤0.01% | 1007 |
|
|
2022
Q4 | $816K | Buy |
3,767
+528
| +16% | +$114K | ﹤0.01% | 971 |
|
|
2022
Q3 | $688K | Hold |
3,239
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $783K | Buy |
3,239
+99
| +3% | +$23.9K | ﹤0.01% | 965 |
|
|
2022
Q1 | $858K | Buy |
3,140
+48
| +2% | +$13.1K | ﹤0.01% | 1006 |
|
|
2021
Q4 | $1.06M | Buy |
3,092
+592
| +24% | +$202K | 0.01% | 971 |
|
|
2021
Q3 | $648K | Hold |
2,500
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q2 | $643K | Sell |
2,500
-318
| -11% | -$81.8K | ﹤0.01% | 1078 |
|
|
2021
Q1 | $634K | Sell |
2,818
-260
| -8% | -$58.5K | ﹤0.01% | 1074 |
|
|
2020
Q4 | $713K | Buy |
3,078
+615
| +25% | +$142K | ﹤0.01% | 1096 |
|
|
2020
Q3 | $396K | Hold |
2,463
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $347K | Buy |
2,463
+1,233
| +100% | +$174K | ﹤0.01% | 1201 |
|
|
2020
Q1 | $143K | Hold |
1,230
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q4 | $186K | Buy |
1,230
+107
| +10% | +$16.2K | ﹤0.01% | 1383 |
|
|
2019
Q3 | $164K | Hold |
1,123
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q2 | $162K | Hold |
1,123
| – | – | ﹤0.01% | 1350 |
|
|
2019
Q1 | $141K | Sell |
1,123
-253
| -18% | -$31.8K | ﹤0.01% | 1375 |
|
|
2018
Q4 | $151K | Buy |
1,376
+256
| +23% | +$28.1K | ﹤0.01% | 1360 |
|
|
2018
Q3 | $141K | Buy |
1,120
+136
| +14% | +$17.1K | ﹤0.01% | 1505 |
|
|
2018
Q2 | $126K | Sell |
984
-172
| -15% | -$22K | ﹤0.01% | 1529 |
|
|
2018
Q1 | $110K | Hold |
1,156
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q4 | $112K | Buy |
1,156
+458
| +66% | +$44.4K | ﹤0.01% | 1507 |
|
|
2017
Q3 | $59K | Hold |
698
| – | – | ﹤0.01% | 1695 |
|
|
2017
Q2 | $55K | Buy |
698
+135
| +24% | +$10.6K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $44K | Hold |
563
| – | – | ﹤0.01% | 1819 |
|
|
2016
Q4 | $41K | Hold |
563
| – | – | ﹤0.01% | 1821 |
|
|
2016
Q3 | $45K | Buy |
563
+76
| +16% | +$6.08K | ﹤0.01% | 1703 |
|
|
2016
Q2 | $40K | Hold |
487
| – | – | ﹤0.01% | 1608 |
|
|
2016
Q1 | $43K | Hold |
487
| – | – | ﹤0.01% | 1507 |
|
|
2015
Q4 | $39K | Buy |
487
+159
| +48% | +$12.7K | ﹤0.01% | 1576 |
|
|
2015
Q3 | $26K | Buy |
328
+259
| +375% | +$20.5K | ﹤0.01% | 1414 |
|
|
2015
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 1921 |
|
|
2015
Q1 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 1898 |
|