Bartlett & Co Wealth Management’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 | $815K | Sell |
1,624
-1
| -0.1% | -$502 | 0.01% | 277 |
|
|
2025
Q1 | $757K | Buy |
1,625
+1
| +0.1% | +$466 | 0.01% | 280 |
|
|
2024
Q4 | $769K | Hold |
1,624
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $771K | Hold |
1,624
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $684K | Sell |
1,624
-1
| -0.1% | -$421 | 0.01% | 289 |
|
|
2024
Q1 | $639K | Buy |
1,625
+1
| +0.1% | +$393 | 0.01% | 301 |
|
|
2023
Q4 | $634K | Sell |
1,624
-575
| -26% | -$225K | 0.01% | 316 |
|
|
2023
Q3 | $695K | Hold |
2,199
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $765K | Hold |
2,199
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $673K | Hold |
2,199
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $613K | Sell |
2,199
-405
| -16% | -$113K | 0.01% | 266 |
|
|
2022
Q3 | $633K | Sell |
2,604
-10
| -0.4% | -$2.43K | 0.01% | 252 |
|
|
2022
Q2 | $711K | Buy |
2,614
+64
| +3% | +$17.4K | 0.01% | 243 |
|
|
2022
Q1 | $694K | Hold |
2,550
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $996K | Hold |
2,550
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $906K | Sell |
2,550
-9
| -0.4% | -$3.2K | 0.02% | 212 |
|
|
2021
Q2 | $927K | Hold |
2,559
| – | – | 0.02% | 213 |
|
|
2021
Q1 | $764K | Hold |
2,559
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $743K | Buy |
2,559
+9
| +0.4% | +$2.61K | 0.02% | 222 |
|
|
2020
Q3 | $739K | Hold |
2,550
| – | – | 0.02% | 215 |
|
|
2020
Q2 | $701K | Hold |
2,550
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $539K | Hold |
2,550
| – | – | 0.02% | 222 |
|
|
2019
Q4 | $605K | Hold |
2,550
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $522K | Buy |
+2,550
| New | +$522K | 0.01% | 248 |
|