Bartlett & Co Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Buy |
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|
2025
Q2 | $815K | Sell |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $769K | Hold |
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|
2024
Q3 | $771K | Hold |
|
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $634K | Sell |
|
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|
2023
Q3 | $695K | Hold |
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|
2023
Q2 | $765K | Hold |
|
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $996K | Hold |
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|
2021
Q3 | $906K | Sell |
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|
2021
Q2 | $927K | Hold |
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|
2021
Q1 | $764K | Hold |
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|
2020
Q4 | $743K | Buy |
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|
2020
Q3 | $739K | Hold |
|
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|
2020
Q2 | $701K | Hold |
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|
2020
Q1 | $539K | Hold |
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|
2019
Q4 | $605K | Hold |
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|
2019
Q3 | $522K | Buy |
|