Beese Fulmer Investment 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 | $517K | Hold |
1,030
| – | – | 0.04% | 173 |
|
|
2025
Q1 | $480K | Buy |
1,030
+30
| +3% | +$14K | 0.04% | 160 |
|
|
2024
Q4 | $473K | Hold |
1,000
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $475K | Hold |
1,000
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $421K | Hold |
1,000
| – | – | 0.04% | 161 |
|
|
2024
Q1 | $393K | Sell |
1,000
-5
| -0.5% | -$1.97K | 0.04% | 167 |
|
|
2023
Q4 | $393K | Buy |
1,005
+5
| +0.5% | +$1.95K | 0.04% | 164 |
|
|
2023
Q3 | $316K | Hold |
1,000
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $348K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $306K | Hold |
1,000
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $279K | Hold |
1,000
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $243K | Hold |
1,000
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $272K | Hold |
1,000
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $337K | Hold |
1,000
| – | – | 0.04% | 177 |
|
|
2021
Q4 | $391K | Hold |
1,000
| – | – | 0.04% | 172 |
|
|
2021
Q3 | $355K | Hold |
1,000
| – | – | 0.04% | 177 |
|
|
2021
Q2 | $362K | Hold |
1,000
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $299K | Hold |
1,000
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $290K | Hold |
1,000
| – | – | 0.04% | 172 |
|
|
2020
Q3 | $290K | Hold |
1,000
| – | – | 0.04% | 162 |
|
|
2020
Q2 | $275K | Hold |
1,000
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $212K | Hold |
1,000
| – | – | 0.04% | 165 |
|
|
2019
Q4 | $237K | Hold |
1,000
| – | – | 0.03% | 178 |
|
|
2019
Q3 | $205K | Buy |
+1,000
| New | +$205K | 0.03% | 194 |
|