Asset Dedication LLC’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 | $23.6K | Sell |
47
-2
| -4% | -$1K | ﹤0.01% | 657 |
|
|
2025
Q1 | $22.8K | Sell |
49
-37
| -43% | -$17.2K | ﹤0.01% | 622 |
|
|
2024
Q4 | $40.7K | Hold |
86
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $40.8K | Buy |
86
+39
| +83% | +$18.5K | ﹤0.01% | 540 |
|
|
2024
Q2 | $19.8K | Hold |
47
| – | – | ﹤0.01% | 680 |
|
|
2024
Q1 | $18K | Hold |
47
| – | – | ﹤0.01% | 607 |
|
|
2023
Q4 | $18K | Hold |
47
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $15K | Hold |
47
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $16K | Hold |
47
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $13K | Hold |
47
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $11K | Buy |
+47
| New | +$11K | ﹤0.01% | 614 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$16K | – | 785 |
|
|
2022
Q1 | $16K | Hold |
47
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $18K | Hold |
47
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $17K | Hold |
47
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $17K | Hold |
47
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $14K | Hold |
47
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $14K | Hold |
47
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $13K | Hold |
47
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $10K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $11K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $9K | Hold |
47
| – | – | ﹤0.01% | 436 |
|
|
2019
Q1 | $9K | Hold |
47
| – | – | ﹤0.01% | 462 |
|
|
2018
Q4 | $7K | Hold |
47
| – | – | ﹤0.01% | 458 |
|
|
2018
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $8K | Buy |
47
+13
| +38% | +$2.21K | ﹤0.01% | 401 |
|
|
2017
Q4 | $5K | Buy |
34
+13
| +62% | +$1.91K | ﹤0.01% | 411 |
|
|
2017
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 343 |
|
|
2016
Q2 | – | Sell |
-150
| Closed | -$14K | – | 411 |
|
|
2016
Q1 | $14K | Buy |
+150
| New | +$14K | 0.01% | 272 |
|