Abbrea Capital’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $370K | Hold |
880
| – | – | 0.05% | 180 |
|
2024
Q1 | $346K | Hold |
880
| – | – | 0.05% | 197 |
|
2023
Q4 | $344K | Hold |
880
| – | – | 0.05% | 191 |
|
2023
Q3 | $278K | Hold |
880
| – | – | 0.04% | 200 |
|
2023
Q2 | $306K | Hold |
880
| – | – | 0.05% | 192 |
|
2023
Q1 | $269K | Hold |
880
| – | – | 0.05% | 200 |
|
2022
Q4 | $245K | Hold |
880
| – | – | 0.04% | 206 |
|
2022
Q3 | $214K | Buy |
880
+100
| +13% | +$24.3K | 0.04% | 210 |
|
2022
Q2 | $212K | Sell |
780
-100
| -11% | -$27.2K | 0.04% | 221 |
|
2022
Q1 | $297K | Sell |
880
-200
| -19% | -$67.5K | 0.04% | 209 |
|
2021
Q4 | $422K | Buy |
1,080
+164
| +18% | +$64.1K | 0.06% | 186 |
|
2021
Q3 | $325K | Hold |
916
| – | – | 0.05% | 196 |
|
2021
Q2 | $332K | Buy |
916
+200
| +28% | +$72.5K | 0.05% | 196 |
|
2021
Q1 | $214K | Buy |
+716
| New | +$214K | 0.04% | 217 |
|