Bartlett & Co’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $634K | Sell |
1,624
-575
| -26% | -$224K | 0.01% | 317 |
|
|
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 | $860K | Hold |
2,550
| – | – | 0.02% | 238 |
|
|
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 | Buy |
+2,550
| New | +$539K | 0.02% | 222 |
|
|
2019
Q3 | $522K | Buy |
+2,550
| New | +$522K | 0.01% | 248 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$15K | – | 727 |
|
|
2015
Q4 | $15K | Hold |
150
| – | – | ﹤0.01% | 576 |
|
|
2015
Q3 | $15K | Sell |
150
-150
| -50% | -$15K | ﹤0.01% | 564 |
|
|
2015
Q2 | $32K | Buy |
300
+150
| +100% | +$16K | ﹤0.01% | 490 |
|
|
2015
Q1 | $16K | Sell |
150
-150
| -50% | -$16K | ﹤0.01% | 570 |
|
|
2014
Q4 | $29K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2014
Q3 | $28K | Buy |
+300
| New | +$28K | ﹤0.01% | 505 |
|