Birch Hill Investment Advisors’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	$311K	Hold	620	–	–	0.01%	166
2025 Q1	$289K	Hold	620	–	–	0.01%	165
2024 Q4	$293K	Hold	620	–	–	0.01%	165
2024 Q3	$294K	Hold	620	–	–	0.01%	158
2024 Q2	$261K	Sell	620 -80	-11%	-$33.7K	0.01%	156
2024 Q1	$275K	Sell	700 -70	-9%	-$27.5K	0.01%	152
2023 Q4	$301K	Hold	770	–	–	0.02%	139
2023 Q3	$243K	Hold	770	–	–	0.01%	144
2023 Q2	$268K	Hold	770	–	–	0.02%	140
2023 Q1	$236K	Hold	770	–	–	0.01%	143
2022 Q4	$215K	Buy	+770	New	+$215K	0.01%	147
2022 Q3	–	Sell	-770	Closed	-$209K	–	150
2022 Q2	$209K	Hold	770	–	–	0.01%	148
2022 Q1	$260K	Hold	770	–	–	0.01%	146
2021 Q4	$301K	Hold	770	–	–	0.01%	146
2021 Q3	$273K	Hold	770	–	–	0.01%	150
2021 Q2	$279K	Hold	770	–	–	0.02%	144
2021 Q1	$230K	Hold	770	–	–	0.01%	144
2020 Q4	$223K	Hold	770	–	–	0.01%	141
2020 Q3	$223K	Hold	770	–	–	0.01%	134
2020 Q2	$212K	Buy	+770	New	+$212K	0.02%	136
2016 Q1	–	Sell	-2,700	Closed	-$271K	–	129
2015 Q4	$271K	Hold	2,700	–	–	0.03%	117
2015 Q3	$265K	Buy	2,700 +300	+13%	+$29.4K	0.03%	119
2015 Q2	$259K	Hold	2,400	–	–	0.03%	129
2015 Q1	$249K	Hold	2,400	–	–	0.03%	127
2014 Q4	$230K	Hold	2,400	–	–	0.02%	132
2014 Q3	$227K	Hold	2,400	–	–	0.02%	132
2014 Q2	$210K	Buy	+2,400	New	+$210K	0.02%	131