The first Morningstar trade was made in Q4 2010.
Since then Ray Dalio bought shares nine more times and sold shares on seven occasions. The investor sold all their shares in Q1 2023 and doesn't own any shares in Morningstar anymore.
Avg closing price
Price range
Sold -2.27 Thousand shares
Q1 2023
Avg closing price
$219.87
Price range
$181.22
-
$256.64
Increased shares by 29.2% (+513 shares)
Q4 2022
Avg closing price
$227.96
Price range
$209.09
-
$249.98
Sold 41.1% shares (-1.23 Thousand shares)
Q3 2022
Avg closing price
$237.81
Price range
$209.97
-
$260.00
Increased shares by 21.2% (+522 shares)
Q2 2022
Avg closing price
$252.01
Price range
$223.60
-
$291.12
New holding (+2.46 Thousand shares)
Q1 2022
Avg closing price
$282.62
Price range
$255.56
-
$336.03
Sold -2.3 Thousand shares
Q4 2019
Avg closing price
$153.53
Price range
$143.18
-
$162.37
New holding (+2.3 Thousand shares)
Q3 2019
Avg closing price
$153.95
Price range
$144.99
-
$161.58
Sold -12.8 Thousand shares
Q1 2019
Avg closing price
$120.22
Price range
$107.77
-
$127.22
Increased shares by 622.6% (+11.1 Thousand shares)
Q4 2018
Avg closing price
$117.21
Price range
$105.50
-
$130.70
Sold 64.9% shares (-3.28 Thousand shares)
Q3 2018
Avg closing price
$134.79
Price range
$125.90
-
$142.32
Sold 55.6% shares (-6.34 Thousand shares)
Q2 2018
Avg closing price
$114.36
Price range
$94.75
-
$134.08
New holding (+11.4 Thousand shares)
Q1 2018
Avg closing price
$96.16
Price range
$90.49
-
$101.12
Sold -44.5 Thousand shares
Q4 2011
Avg closing price
$58.81
Price range
$55.22
-
$60.77
Increased shares by 70.5% (+18.4 Thousand shares)
Q3 2011
Avg closing price
$58.53
Price range
$52.25
-
$63.61
Increased shares by 128.7% (+14.7 Thousand shares)
Q2 2011
Avg closing price
$58.88
Price range
$56.70
-
$60.78
Increased shares by 10.5% (+1.09 Thousand shares)
Q1 2011