Boltwood Capital Management’s Moody's MCO Stock Holding History

Boltwood Capital Management’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Sell	735 -20	-3%	-$10K	0.1%	140
2025 Q1	$352K	Sell	755 -55	-7%	-$25.6K	0.11%	137
2024 Q4	$383K	Hold	810	–	–	0.12%	134
2024 Q3	$384K	Sell	810 -5	-0.6%	-$2.37K	0.11%	132
2024 Q2	$343K	Sell	815 -5	-0.6%	-$2.11K	0.11%	134
2024 Q1	$322K	Sell	820 -115	-12%	-$45.2K	0.1%	141
2023 Q4	$365K	Sell	935 -40	-4%	-$15.6K	0.12%	130
2023 Q3	$308K	Sell	975 -40	-4%	-$12.6K	0.11%	127
2023 Q2	$353K	Buy	1,015 +15	+2%	+$5.22K	0.13%	126
2023 Q1	$306K	Sell	1,000 -50	-5%	-$15.3K	0.11%	133
2022 Q4	$293K	Sell	1,050 -100	-9%	-$27.9K	0.12%	127
2022 Q3	$280K	Sell	1,150 -60	-5%	-$14.6K	0.13%	127
2022 Q2	$329K	Sell	1,210 -80	-6%	-$21.8K	0.14%	124
2022 Q1	$435K	Sell	1,290 -50	-4%	-$16.9K	0.17%	119
2021 Q4	$523K	Hold	1,340	–	–	0.19%	109
2021 Q3	$476K	Sell	1,340 -20	-1%	-$7.1K	0.19%	116
2021 Q2	$493K	Sell	1,360 -35	-3%	-$12.7K	0.2%	112
2021 Q1	$417K	Sell	1,395 -142	-9%	-$42.4K	0.19%	114
2020 Q4	$446K	Sell	1,537 -65	-4%	-$18.9K	0.22%	105
2020 Q3	$464K	Hold	1,602	–	–	0.26%	97
2020 Q2	$440K	Sell	1,602 -128	-7%	-$35.2K	0.27%	93
2020 Q1	$366K	Hold	1,730	–	–	0.26%	97
2019 Q4	$411K	Sell	1,730 -93	-5%	-$22.1K	0.23%	108
2019 Q3	$373K	Hold	1,823	–	–	0.23%	107
2019 Q2	$356K	Sell	1,823 -25	-1%	-$4.88K	0.23%	104
2019 Q1	$335K	Hold	1,848	–	–	0.22%	104
2018 Q4	$258K	Hold	1,848	–	–	0.18%	113
2018 Q3	$308K	Hold	1,848	–	–	0.18%	116
2018 Q2	$315K	Hold	1,848	–	–	0.21%	112
2018 Q1	$298K	Hold	1,848	–	–	0.2%	109
2017 Q4	$272K	Hold	1,848	–	–	0.17%	111
2017 Q3	$257K	Hold	1,848	–	–	0.17%	108
2017 Q2	$224K	Hold	1,848	–	–	0.15%	113
2017 Q1	$207K	Buy	+1,848	New	+$207K	0.14%	110
2016 Q4	–	Sell	-1,848	Closed	-$200K	–	108
2016 Q3	$200K	Buy	+1,848	New	+$200K	0.16%	101
2015 Q2	–	Sell	-1,941	Closed	-$201K	–	87
2015 Q1	$201K	Buy	+1,941	New	+$201K	0.06%	90