Bank Julius Baer & Co’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 | $1.71M | Buy |
3,415
+393
| +13% | +$197K | 0.01% | 306 |
|
2025
Q1 | $1.59M | Sell |
3,022
-74
| -2% | -$39K | 0.01% | 295 |
|
2024
Q4 | $1.62M | Buy |
3,096
+408
| +15% | +$213K | 0.01% | 284 |
|
2024
Q3 | $1.51M | Sell |
2,688
-175
| -6% | -$98.4K | 0.01% | 267 |
|
2024
Q2 | $1.34M | Sell |
2,863
-323
| -10% | -$151K | 0.01% | 223 |
|
2024
Q1 | $1.25M | Hold |
3,186
| – | – | ﹤0.01% | 248 |
|
2023
Q4 | $1.24M | Sell |
3,186
-39
| -1% | -$15.2K | 0.01% | 267 |
|
2023
Q3 | $1.02M | Buy |
3,225
+98
| +3% | +$31K | 0.01% | 259 |
|
2023
Q2 | $1.09M | Sell |
3,127
-59
| -2% | -$20.5K | 0.01% | 261 |
|
2023
Q1 | $975K | Sell |
3,186
-3,462
| -52% | -$1.06M | 0.01% | 274 |
|
2022
Q4 | $1.85M | Buy |
6,648
+392
| +6% | +$109K | 0.01% | 210 |
|
2022
Q3 | $1.52M | Sell |
6,256
-2,236
| -26% | -$544K | 0.01% | 208 |
|
2022
Q2 | $2.31M | Buy |
8,492
+2,980
| +54% | +$811K | 0.02% | 202 |
|
2022
Q1 | $1.86M | Buy |
5,512
+189
| +4% | +$63.8K | 0.01% | 227 |
|
2021
Q4 | $2.08M | Buy |
5,323
+4,650
| +691% | +$1.82M | 0.01% | 271 |
|
2021
Q3 | $239K | Buy |
673
+27
| +4% | +$9.59K | ﹤0.01% | 526 |
|
2021
Q2 | $234K | Buy |
646
+11
| +2% | +$3.99K | ﹤0.01% | 548 |
|
2021
Q1 | $190K | Sell |
635
-213
| -25% | -$63.7K | ﹤0.01% | 541 |
|
2020
Q4 | $246K | Sell |
848
-2,665
| -76% | -$773K | ﹤0.01% | 537 |
|
2020
Q3 | $1.02M | Buy |
3,513
+22
| +0.6% | +$6.38K | 0.01% | 292 |
|
2020
Q2 | $959K | Sell |
3,491
-462
| -12% | -$127K | 0.01% | 278 |
|
2020
Q1 | $835K | Buy |
+3,953
| New | +$835K | 0.02% | 249 |
|