Aft Forsyth & Sober’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
3,725
| – | – | 0.63% | 38 |
|
|
2025
Q1 | $1.73M | Hold |
3,725
| – | – | 0.6% | 47 |
|
|
2024
Q4 | $1.76M | Hold |
3,725
| – | – | 0.57% | 48 |
|
|
2024
Q3 | $1.77M | Hold |
3,725
| – | – | 0.58% | 50 |
|
|
2024
Q2 | $1.57M | Hold |
3,725
| – | – | 0.54% | 53 |
|
|
2024
Q1 | $1.46M | Hold |
3,725
| – | – | 0.52% | 59 |
|
|
2023
Q4 | $1.46M | Hold |
3,725
| – | – | 0.56% | 56 |
|
|
2023
Q3 | $1.18M | Hold |
3,725
| – | – | 0.5% | 57 |
|
|
2023
Q2 | $1.3M | Hold |
3,725
| – | – | 0.54% | 52 |
|
|
2023
Q1 | $1.14M | Hold |
3,725
| – | – | 0.58% | 59 |
|
|
2022
Q4 | $1.04M | Hold |
3,725
| – | – | 0.47% | 66 |
|
|
2022
Q3 | $906K | Hold |
3,725
| – | – | 0.44% | 68 |
|
|
2022
Q2 | $1.01M | Hold |
3,725
| – | – | 0.47% | 68 |
|
|
2022
Q1 | $1.26M | Hold |
3,725
| – | – | 0.5% | 66 |
|
|
2021
Q4 | $1.45M | Hold |
3,725
| – | – | 0.51% | 54 |
|
|
2021
Q3 | $1.32M | Buy |
3,725
+75
| +2% | +$26.6K | 0.5% | 54 |
|
|
2021
Q2 | $1.32M | Sell |
3,650
-4,200
| -54% | -$1.52M | 0.5% | 42 |
|
|
2021
Q1 | $1.09M | Buy |
7,850
+6,050
| +336% | +$839K | 0.45% | 51 |
|
|
2020
Q4 | $522K | Buy |
+1,800
| New | +$522K | 0.4% | 35 |
|