Atlas Capital 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
Q2 | $59.2K | Hold |
118
| – | – | 0.01% | 603 |
|
|
2025
Q1 | $55K | Sell |
118
-10
| -8% | -$4.66K | 0.01% | 619 |
|
|
2024
Q4 | $60.6K | Hold |
128
| – | – | 0.01% | 577 |
|
|
2024
Q3 | $60.7K | Hold |
128
| – | – | 0.01% | 556 |
|
|
2024
Q2 | $53.9K | Sell |
128
-6
| -4% | -$2.53K | 0.01% | 584 |
|
|
2024
Q1 | $52.7K | Hold |
134
| – | – | 0.01% | 565 |
|
|
2023
Q4 | $52.3K | Hold |
134
| – | – | 0.01% | 585 |
|
|
2023
Q3 | $42.4K | Buy |
134
+6
| +5% | +$1.9K | 0.01% | 559 |
|
|
2023
Q2 | $44.5K | Sell |
128
-20
| -14% | -$6.95K | 0.01% | 584 |
|
|
2023
Q1 | $45.3K | Buy |
148
+62
| +72% | +$19K | 0.01% | 579 |
|
|
2022
Q4 | $24K | Sell |
86
-80
| -48% | -$22.3K | ﹤0.01% | 645 |
|
|
2022
Q3 | $40.4K | Hold |
166
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $45.1K | Hold |
166
| – | – | 0.01% | 576 |
|
|
2022
Q1 | $56K | Hold |
166
| – | – | 0.01% | 526 |
|
|
2021
Q4 | $64.8K | Hold |
166
| – | – | 0.01% | 503 |
|
|
2021
Q3 | $58.9K | Hold |
166
| – | – | 0.01% | 502 |
|
|
2021
Q2 | $60.2K | Buy |
166
+10
| +6% | +$3.62K | 0.01% | 516 |
|
|
2021
Q1 | $46.6K | Sell |
156
-3,564
| -96% | -$1.06M | 0.01% | 501 |
|
|
2020
Q4 | $1.08M | Sell |
3,720
-421
| -10% | -$122K | 0.23% | 91 |
|
|
2020
Q3 | $1.2M | Sell |
4,141
-173
| -4% | -$50.1K | 0.28% | 82 |
|
|
2020
Q2 | $1.19M | Sell |
4,314
-768
| -15% | -$211K | 0.28% | 80 |
|
|
2020
Q1 | $1.07M | Sell |
5,082
-729
| -13% | -$154K | 0.32% | 80 |
|
|
2019
Q4 | $1.38M | Sell |
5,811
-152
| -3% | -$36.1K | 0.34% | 73 |
|
|
2019
Q3 | $1.22M | Buy |
5,963
+3,025
| +103% | +$620K | 0.37% | 78 |
|
|
2019
Q2 | $574K | Hold |
2,938
| – | – | 0.19% | 153 |
|
|
2019
Q1 | $532K | Sell |
2,938
-507
| -15% | -$91.8K | 0.19% | 142 |
|
|
2018
Q4 | $482K | Sell |
3,445
-1,426
| -29% | -$200K | 0.19% | 140 |
|
|
2018
Q3 | $810K | Hold |
4,871
| – | – | 0.27% | 101 |
|
|
2018
Q2 | $890K | Sell |
4,871
-894
| -16% | -$163K | 0.32% | 92 |
|
|
2018
Q1 | $930K | Buy |
+5,765
| New | +$930K | 0.29% | 108 |
|