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 |
|