Bellevue 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
$1K Buy
+2
New +$1K ﹤0.01% 472
2024
Q2
Sell
-3
Closed -$1.18K 472
2024
Q1
$1.18K Hold
3
﹤0.01% 450
2023
Q4
$1.17K Sell
3
-1
-25% -$390 ﹤0.01% 449
2023
Q3
$1.26K Sell
4
-1
-20% -$316 ﹤0.01% 432
2023
Q2
$1.74K Hold
5
﹤0.01% 422
2023
Q1
$1.53K Hold
5
﹤0.01% 448
2022
Q4
$1.38K Buy
+5
New +$1.38K ﹤0.01% 449
2022
Q3
Sell
-4
Closed -$1K 501
2022
Q2
$1K Buy
4
+1
+33% +$250 ﹤0.01% 479
2022
Q1
$1K Hold
3
﹤0.01% 517
2021
Q4
$1K Hold
3
﹤0.01% 548
2021
Q3
$1K Sell
3
-1
-25% -$333 ﹤0.01% 568
2021
Q2
$1K Hold
4
﹤0.01% 573
2021
Q1
$1K Hold
4
﹤0.01% 632
2020
Q4
$1K Hold
4
﹤0.01% 630
2020
Q3
$1K Hold
4
﹤0.01% 601
2020
Q2
$1K Sell
4
-1
-20% -$250 ﹤0.01% 598
2020
Q1
$1K Sell
5
-1
-17% -$200 ﹤0.01% 578
2019
Q4
$1K Buy
+6
New +$1K ﹤0.01% 506