Atwood & Palmer’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	$201K	Hold	400	–	–	0.01%	154
2025 Q1	$186K	Sell	400 -400	-50%	-$186K	0.01%	155
2024 Q4	$379K	Hold	800	–	–	0.03%	120
2024 Q3	$380K	Hold	800	–	–	0.03%	121
2024 Q2	$337K	Hold	800	–	–	0.03%	122
2024 Q1	$314K	Hold	800	–	–	0.02%	126
2023 Q4	$312K	Hold	800	–	–	0.03%	129
2023 Q3	$253K	Hold	800	–	–	0.02%	127
2023 Q2	$278K	Hold	800	–	–	0.02%	128
2023 Q1	$245K	Hold	800	–	–	0.02%	128
2022 Q4	$223K	Hold	800	–	–	0.02%	140
2022 Q3	$194K	Hold	800	–	–	0.02%	140
2022 Q2	$218K	Sell	800 -200	-20%	-$54.5K	0.02%	136
2022 Q1	$337K	Sell	1,000 -500	-33%	-$169K	0.03%	120
2021 Q4	$586K	Hold	1,500	–	–	0.05%	105
2021 Q3	$533K	Hold	1,500	–	–	0.05%	102
2021 Q2	$544K	Sell	1,500 -500	-25%	-$181K	0.05%	103
2021 Q1	$597K	Sell	2,000 -800	-29%	-$239K	0.06%	98
2020 Q4	$813K	Hold	2,800	–	–	0.09%	81
2020 Q3	$812K	Hold	2,800	–	–	0.1%	73
2020 Q2	$769K	Hold	2,800	–	–	0.1%	73
2020 Q1	$592K	Hold	2,800	–	–	0.09%	79
2019 Q4	$665K	Hold	2,800	–	–	0.09%	76
2019 Q3	$574K	Hold	2,800	–	–	0.08%	82
2019 Q2	$547K	Hold	2,800	–	–	0.07%	87
2019 Q1	$507K	Hold	2,800	–	–	0.07%	82
2018 Q4	$392K	Buy	+2,800	New	+$392K	0.06%	87
2015 Q2	–	Sell	-103	Closed	-$11K	–	379
2015 Q1	$11K	Hold	103	–	–	﹤0.01%	266
2014 Q4	$10K	Hold	103	–	–	﹤0.01%	296
2014 Q3	$10K	Buy	+103	New	+$10K	﹤0.01%	304