Atria Investments’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 | $5.95M | Buy |
11,872
+30
| +0.3% | +$15K | 0.07% | 328 |
|
|
2025
Q1 | $5.51M | Buy |
11,842
+3,767
| +47% | +$1.75M | 0.07% | 339 |
|
|
2024
Q4 | $3.82M | Buy |
8,075
+289
| +4% | +$137K | 0.05% | 439 |
|
|
2024
Q3 | $3.69M | Sell |
7,786
-68
| -0.9% | -$32.3K | 0.05% | 448 |
|
|
2024
Q2 | $3.31M | Buy |
7,854
+147
| +2% | +$61.9K | 0.04% | 462 |
|
|
2024
Q1 | $3.03M | Buy |
7,707
+756
| +11% | +$297K | 0.04% | 510 |
|
|
2023
Q4 | $2.71M | Sell |
6,951
-1,376
| -17% | -$537K | 0.04% | 482 |
|
|
2023
Q3 | $2.63M | Buy |
8,327
+62
| +0.8% | +$19.6K | 0.05% | 469 |
|
|
2023
Q2 | $2.87M | Buy |
8,265
+1,795
| +28% | +$624K | 0.05% | 434 |
|
|
2023
Q1 | $1.98M | Buy |
6,470
+42
| +0.7% | +$12.9K | 0.04% | 540 |
|
|
2022
Q4 | $1.79M | Buy |
6,428
+1,271
| +25% | +$354K | 0.04% | 553 |
|
|
2022
Q3 | $1.25M | Sell |
5,157
-1,370
| -21% | -$333K | 0.03% | 638 |
|
|
2022
Q2 | $1.78M | Sell |
6,527
-1,330
| -17% | -$362K | 0.04% | 540 |
|
|
2022
Q1 | $2.65M | Buy |
7,857
+2,126
| +37% | +$717K | 0.05% | 467 |
|
|
2021
Q4 | $2.24M | Buy |
5,731
+609
| +12% | +$238K | 0.04% | 517 |
|
|
2021
Q3 | $1.82M | Sell |
5,122
-343
| -6% | -$122K | 0.03% | 564 |
|
|
2021
Q2 | $1.98M | Sell |
5,465
-255
| -4% | -$92.4K | 0.04% | 504 |
|
|
2021
Q1 | $1.71M | Buy |
5,720
+712
| +14% | +$213K | 0.04% | 514 |
|
|
2020
Q4 | $1.45M | Sell |
5,008
-991
| -17% | -$288K | 0.04% | 525 |
|
|
2020
Q3 | $1.74M | Buy |
5,999
+613
| +11% | +$178K | 0.05% | 380 |
|
|
2020
Q2 | $1.48M | Buy |
+5,386
| New | +$1.48M | 0.05% | 385 |
|
|
2020
Q1 | – | Sell |
-4,247
| Closed | -$1.01M | – | 933 |
|
|
2019
Q4 | $1.01M | Buy |
4,247
+236
| +6% | +$56K | 0.03% | 523 |
|
|
2019
Q3 | $822K | Sell |
4,011
-441
| -10% | -$90.4K | 0.03% | 476 |
|
|
2019
Q2 | $934K | Buy |
4,452
+186
| +4% | +$39K | 0.03% | 420 |
|
|
2019
Q1 | $773K | Sell |
4,266
-932
| -18% | -$169K | 0.03% | 421 |
|
|
2018
Q4 | $728K | Sell |
5,198
-2,275
| -30% | -$319K | 0.03% | 390 |
|
|
2018
Q3 | $1.25M | Buy |
7,473
+5,471
| +273% | +$915K | 0.05% | 343 |
|
|
2018
Q2 | $342K | Buy |
2,002
+688
| +52% | +$118K | 0.02% | 694 |
|
|
2018
Q1 | $212K | Buy |
+1,314
| New | +$212K | 0.01% | 797 |
|
|
2016
Q1 | – | Sell |
-4,493
| Closed | -$405K | – | 468 |
|
|
2015
Q4 | $405K | Sell |
4,493
-1,395
| -24% | -$126K | 0.04% | 261 |
|
|
2015
Q3 | $578K | Sell |
5,888
-2,755
| -32% | -$270K | 0.08% | 175 |
|
|
2015
Q2 | $933K | Sell |
8,643
-1,711
| -17% | -$185K | 0.11% | 139 |
|
|
2015
Q1 | $1.08M | Buy |
+10,354
| New | +$1.08M | 0.12% | 133 |
|
|
2014
Q4 | – | Sell |
-27,739
| Closed | -$2.62M | – | 447 |
|
|
2014
Q3 | $2.62M | Sell |
27,739
-2,087
| -7% | -$197K | 0.27% | 75 |
|
|
2014
Q2 | $2.62M | Buy |
+29,826
| New | +$2.62M | 0.26% | 71 |
|