Angeles Investment Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-690
| Closed | -$327K | – | 128 |
|
|
2024
Q4 | $327K | Sell |
690
-51
| -7% | -$24.1K | 0.02% | 131 |
|
|
2024
Q3 | $352K | Hold |
741
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $312K | Buy |
+741
| New | +$312K | 0.02% | 160 |
|
|
2022
Q1 | – | Sell |
-3,428
| Closed | -$1.34M | – | 177 |
|
|
2021
Q4 | $1.34M | Buy |
3,428
+510
| +17% | +$199K | 0.07% | 69 |
|
|
2021
Q3 | $1.04M | Buy |
2,918
+329
| +13% | +$117K | 0.06% | 80 |
|
|
2021
Q2 | $938K | Hold |
2,589
| – | – | 0.06% | 64 |
|
|
2021
Q1 | $773K | Hold |
2,589
| – | – | 0.06% | 60 |
|
|
2020
Q4 | $751K | Hold |
2,589
| – | – | 0.08% | 52 |
|
|
2020
Q3 | $750K | Buy |
2,589
+85
| +3% | +$24.6K | 0.09% | 40 |
|
|
2020
Q2 | $688K | Sell |
2,504
-798
| -24% | -$219K | 0.1% | 40 |
|
|
2020
Q1 | $842K | Buy |
3,302
+217
| +7% | +$55.3K | 0.23% | 31 |
|
|
2019
Q4 | $732K | Buy |
3,085
+446
| +17% | +$106K | 0.15% | 41 |
|
|
2019
Q3 | $541K | Buy |
+2,639
| New | +$541K | 0.12% | 45 |
|