Asset Management 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 | $934K | Sell |
1,862
-335
| -15% | -$168K | 0.16% | 87 |
|
|
2025
Q1 | $1.02M | Sell |
2,197
-248
| -10% | -$115K | 0.19% | 85 |
|
|
2024
Q4 | $1.16M | Hold |
2,445
| – | – | 0.21% | 80 |
|
|
2024
Q3 | $1.16M | Hold |
2,445
| – | – | 0.2% | 83 |
|
|
2024
Q2 | $1.03M | Hold |
2,445
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $961K | Hold |
2,445
| – | – | 0.18% | 85 |
|
|
2023
Q4 | $955K | Sell |
2,445
-447
| -15% | -$175K | 0.19% | 86 |
|
|
2023
Q3 | $914K | Sell |
2,892
-472
| -14% | -$149K | 0.2% | 84 |
|
|
2023
Q2 | $1.17M | Hold |
3,364
| – | – | 0.25% | 77 |
|
|
2023
Q1 | $1.03M | Hold |
3,364
| – | – | 0.23% | 81 |
|
|
2022
Q4 | $937K | Hold |
3,364
| – | – | 0.22% | 81 |
|
|
2022
Q3 | $818K | Hold |
3,364
| – | – | 0.2% | 83 |
|
|
2022
Q2 | $915K | Hold |
3,364
| – | – | 0.22% | 81 |
|
|
2022
Q1 | $1.14M | Hold |
3,364
| – | – | 0.24% | 78 |
|
|
2021
Q4 | $1.31M | Hold |
3,364
| – | – | 0.26% | 75 |
|
|
2021
Q3 | $1.2M | Hold |
3,364
| – | – | 0.25% | 75 |
|
|
2021
Q2 | $1.22M | Hold |
3,364
| – | – | 0.25% | 75 |
|
|
2021
Q1 | $1.01M | Hold |
3,364
| – | – | 0.22% | 77 |
|
|
2020
Q4 | $976K | Hold |
3,364
| – | – | 0.24% | 75 |
|
|
2020
Q3 | $975K | Hold |
3,364
| – | – | 0.28% | 71 |
|
|
2020
Q2 | $924K | Hold |
3,364
| – | – | 0.29% | 70 |
|
|
2020
Q1 | $711K | Sell |
3,364
-242
| -7% | -$51.1K | 0.27% | 72 |
|
|
2019
Q4 | $856K | Buy |
+3,606
| New | +$856K | 0.26% | 71 |
|