Morningstar shares owned by Welch & Forbes
Historical chart of Welch & Forbes investment in Morningstar
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Quarterly reported holdings in Morningstar by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $378k | 1.2k | 308.37 |
| 2023-12-31 | $351k | 1.2k | 286.24 |
| 2023-09-30 | $287k | 1.2k | 234.24 |
| 2023-06-30 | $247k | 1.3k | 196.07 |
| 2023-03-31 | $256k | 1.3k | 203.03 |
| 2022-12-31 | $305k | 1.4k | 216.59 |
| 2022-09-30 | $300k | 1.4k | 212.77 |
| 2022-06-30 | $341k | 1.4k | 241.84 |
| 2022-03-31 | $385k | 1.4k | 273.05 |
| 2021-12-31 | $483k | 1.4k | 342.55 |
| 2021-09-30 | $366k | 1.4k | 259.57 |
| 2021-06-30 | $510k | 2.0k | 256.80 |
| 2021-03-31 | $448k | 2.0k | 225.35 |
| 2020-12-31 | $541k | 2.3k | 231.39 |
| 2020-09-30 | $407k | 2.5k | 160.36 |
| 2020-06-30 | $357k | 2.5k | 140.66 |
| 2020-03-31 | $1.2M | 11k | 116.32 |
| 2019-12-31 | $3.2M | 21k | 151.31 |
| 2019-09-30 | $3.1M | 21k | 146.14 |
| 2019-06-30 | $3.1M | 22k | 144.62 |
| 2019-03-31 | $2.8M | 22k | 126.02 |
| 2018-12-31 | $2.4M | 22k | 109.83 |
| 2018-09-30 | $2.8M | 23k | 125.90 |
| 2018-06-30 | $3.0M | 24k | 128.27 |
| 2018-03-31 | $2.5M | 26k | 95.49 |
| 2017-12-31 | $2.7M | 28k | 96.99 |
| 2017-09-30 | $2.7M | 32k | 85.00 |
| 2017-06-30 | $3.2M | 41k | 78.35 |
| 2017-03-31 | $3.9M | 49k | 78.62 |
| 2016-12-31 | $3.6M | 49k | 73.58 |
| 2016-09-30 | $4.2M | 54k | 79.27 |
| 2016-06-30 | $5.7M | 70k | 81.79 |
| 2016-03-31 | $6.4M | 73k | 88.26 |
| 2015-12-31 | $6.3M | 78k | 80.42 |
| 2015-09-30 | $6.1M | 76k | 80.26 |
| 2015-06-30 | $6.3M | 79k | 79.55 |
| 2015-03-31 | $5.9M | 79k | 74.92 |
| 2014-12-31 | $4.8M | 75k | 64.70 |
| 2014-09-30 | $5.1M | 76k | 67.91 |
| 2014-06-30 | $3.3M | 46k | 71.80 |
| 2014-03-31 | $3.9M | 49k | 79.00 |
| 2013-12-31 | $3.8M | 49k | 78.10 |
| 2013-09-30 | $3.9M | 50k | 79.27 |
| 2013-06-30 | $3.8M | 49k | 77.58 |
| 2013-03-31 | $3.4M | 49k | 69.93 |
| 2012-12-31 | $3.1M | 49k | 62.83 |
| 2012-09-30 | $3.0M | 48k | 62.64 |
| 2012-06-30 | $2.8M | 49k | 57.84 |
| 2012-03-31 | $3.4M | 54k | 63.07 |
| 2011-12-31 | $3.3M | 55k | 59.45 |
| 2011-09-30 | $3.7M | 66k | 56.43 |
| 2011-06-30 | $4.0M | 66k | 60.77 |
| 2011-03-31 | $4.0M | 68k | 58.38 |