Ascent Group’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 | $943K | Buy |
1,879
+144
| +8% | +$72.2K | 0.04% | 345 |
|
|
2025
Q1 | $808K | Buy |
1,735
+1,042
| +150% | +$485K | 0.03% | 360 |
|
|
2024
Q4 | $328K | Buy |
693
+106
| +18% | +$50.2K | 0.02% | 443 |
|
|
2024
Q3 | $279K | Buy |
587
+40
| +7% | +$19K | 0.02% | 455 |
|
|
2024
Q2 | $230K | Buy |
547
+38
| +7% | +$16K | 0.02% | 473 |
|
|
2024
Q1 | $200K | Hold |
509
| – | – | 0.02% | 488 |
|
|
2023
Q4 | $204K | Buy |
+509
| New | +$204K | 0.02% | 478 |
|
|
2023
Q2 | – | Sell |
-828
| Closed | -$253K | – | 481 |
|
|
2023
Q1 | $253K | Buy |
828
+9
| +1% | +$2.75K | 0.03% | 425 |
|
|
2022
Q4 | $228K | Buy |
+819
| New | +$228K | 0.03% | 436 |
|
|
2022
Q3 | – | Sell |
-1,370
| Closed | -$425K | – | 491 |
|
|
2022
Q2 | $425K | Buy |
1,370
+678
| +98% | +$210K | 0.05% | 328 |
|
|
2022
Q1 | $233K | Buy |
+692
| New | +$233K | 0.03% | 421 |
|