Bell Asset 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
$3.53M Sell
7,035
-1,950
-22% -$978K 0.78% 58
2025
Q1
$4.18M Buy
8,985
+2,014
+29% +$938K 0.77% 60
2024
Q4
$3.3M Sell
6,971
-84
-1% -$39.8K 0.6% 63
2024
Q3
$3.35M Sell
7,055
-7,772
-52% -$3.69M 0.61% 62
2024
Q2
$6.24M Sell
14,827
-105
-0.7% -$44.2K 0.88% 55
2024
Q1
$5.87M Sell
14,932
-45
-0.3% -$17.7K 0.86% 57
2023
Q4
$5.85M Sell
14,977
-2,464
-14% -$962K 0.89% 60
2023
Q3
$5.51M Buy
17,441
+1,521
+10% +$481K 0.91% 57
2023
Q2
$5.54M Sell
15,920
-2,126
-12% -$739K 0.95% 58
2023
Q1
$5.52M Sell
18,046
-111
-0.6% -$34K 1.01% 53
2022
Q4
$5.06M Sell
18,157
-2,135
-11% -$595K 0.95% 54
2022
Q3
$4.93M Sell
20,292
-3,114
-13% -$757K 1% 52
2022
Q2
$6.37M Buy
23,406
+525
+2% +$143K 1.26% 42
2022
Q1
$7.72M Buy
22,881
+2,326
+11% +$785K 1.33% 38
2021
Q4
$8.03M Buy
20,555
+111
+0.5% +$43.4K 1.29% 40
2021
Q3
$7.26M Sell
20,444
-3,645
-15% -$1.29M 1.24% 40
2021
Q2
$8.73M Sell
24,089
-128
-0.5% -$46.4K 1.71% 20
2021
Q1
$7.23M Buy
24,217
+1,123
+5% +$335K 1.55% 25
2020
Q4
$6.7M Buy
23,094
+6,115
+36% +$1.77M 1.47% 32
2020
Q3
$4.92M Buy
16,979
+208
+1% +$60.3K 1.22% 43
2020
Q2
$4.61M Sell
16,771
-13
-0.1% -$3.57K 1.25% 44
2020
Q1
$3.55M Buy
+16,784
New +$3.55M 1.11% 51