Belpointe 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 | – | Sell |
-1,534
| Closed | -$714K | – | 994 |
|
|
2025
Q1 | $714K | Buy |
1,534
+926
| +152% | +$431K | 0.04% | 438 |
|
|
2024
Q4 | $297K | Buy |
+608
| New | +$297K | 0.02% | 660 |
|
|
2023
Q2 | – | Sell |
-283
| Closed | -$86.6K | – | 2196 |
|
|
2023
Q1 | $86.6K | Buy |
283
+95
| +51% | +$29.1K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $52.4K | Buy |
+188
| New | +$52.4K | ﹤0.01% | 1581 |
|
|
2021
Q3 | – | Sell |
-458
| Closed | -$166K | – | 1224 |
|
|
2021
Q2 | $166K | Buy |
+458
| New | +$166K | 0.01% | 906 |
|
|
2019
Q2 | – | Sell |
-2,031
| Closed | -$368K | – | 634 |
|
|
2019
Q1 | $368K | Sell |
2,031
-69
| -3% | -$12.5K | 0.07% | 210 |
|
|
2018
Q4 | $294K | Sell |
2,100
-633
| -23% | -$88.6K | 0.07% | 282 |
|
|
2018
Q3 | $457K | Buy |
+2,733
| New | +$457K | 0.07% | 279 |
|