Boston Financial Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23.2M | Sell |
48,996
-2,703
| -5% | -$1.28M | 0.7% | 43 |
|
|
2024
Q3 | $24.5M | Sell |
51,699
-42,071
| -45% | -$20M | 0.73% | 45 |
|
|
2024
Q2 | $39.5M | Sell |
93,770
-480
| -0.5% | -$202K | 1.26% | 22 |
|
|
2024
Q1 | $37M | Sell |
94,250
-1,052
| -1% | -$413K | 1.18% | 25 |
|
|
2023
Q4 | $37.2M | Sell |
95,302
-521
| -0.5% | -$203K | 1.26% | 24 |
|
|
2023
Q3 | $30.3M | Buy |
95,823
+720
| +0.8% | +$228K | 1.13% | 28 |
|
|
2023
Q2 | $33.1M | Sell |
95,103
-344
| -0.4% | -$120K | 1.2% | 26 |
|
|
2023
Q1 | $29.2M | Sell |
95,447
-9,017
| -9% | -$2.76M | 1.14% | 28 |
|
|
2022
Q4 | $29.1M | Sell |
104,464
-1,548
| -1% | -$431K | 1.17% | 25 |
|
|
2022
Q3 | $25.8M | Sell |
106,012
-279
| -0.3% | -$67.8K | 1.12% | 31 |
|
|
2022
Q2 | $28.9M | Sell |
106,291
-1,823
| -2% | -$496K | 1.25% | 28 |
|
|
2022
Q1 | $36.5M | Buy |
108,114
+512
| +0.5% | +$173K | 1.39% | 24 |
|
|
2021
Q4 | $42M | Buy |
107,602
+573
| +0.5% | +$224K | 1.53% | 23 |
|
|
2021
Q3 | $38M | Sell |
107,029
-151
| -0.1% | -$53.6K | 1.55% | 20 |
|
|
2021
Q2 | $38.8M | Buy |
107,180
+31
| +0% | +$11.2K | 1.57% | 21 |
|
|
2021
Q1 | $32M | Sell |
107,149
-194
| -0.2% | -$57.9K | 1.41% | 26 |
|
|
2020
Q4 | $31.2M | Sell |
107,343
-4,572
| -4% | -$1.33M | 1.42% | 22 |
|
|
2020
Q3 | $32.4M | Buy |
111,915
+478
| +0.4% | +$139K | 1.58% | 22 |
|
|
2020
Q2 | $30.6M | Buy |
111,437
+1,379
| +1% | +$379K | 1.65% | 21 |
|
|
2020
Q1 | $23.3M | Buy |
110,058
+1,358
| +1% | +$287K | 1.5% | 22 |
|
|
2019
Q4 | $25.8M | Sell |
108,700
-418
| -0.4% | -$99.2K | 1.41% | 21 |
|
|
2019
Q3 | $22.4M | Sell |
109,118
-932
| -0.8% | -$191K | 1.27% | 27 |
|
|
2019
Q2 | $21.5M | Buy |
110,050
+547
| +0.5% | +$107K | 1.24% | 24 |
|
|
2019
Q1 | $19.8M | Buy |
109,503
+934
| +0.9% | +$169K | 1.21% | 24 |
|
|
2018
Q4 | $15.2M | Buy |
108,569
+8,217
| +8% | +$1.15M | 1.05% | 31 |
|
|
2018
Q3 | $16.8M | Buy |
100,352
+3,237
| +3% | +$541K | 0.99% | 34 |
|
|
2018
Q2 | $16.6M | Buy |
97,115
+869
| +0.9% | +$148K | 1.12% | 26 |
|
|
2018
Q1 | $15.5M | Sell |
96,246
-970
| -1% | -$156K | 1.06% | 26 |
|
|
2017
Q4 | $14.4M | Sell |
97,216
-5,709
| -6% | -$843K | 0.96% | 35 |
|
|
2017
Q3 | $14.3M | Buy |
102,925
+95
| +0.1% | +$13.2K | 1.02% | 30 |
|
|
2017
Q2 | $12.5M | Buy |
102,830
+1,887
| +2% | +$230K | 0.9% | 35 |
|
|
2017
Q1 | $11.3M | Buy |
100,943
+2,356
| +2% | +$264K | 0.84% | 38 |
|
|
2016
Q4 | $9.29M | Buy |
98,587
+11,505
| +13% | +$1.08M | 0.73% | 42 |
|
|
2016
Q3 | $9.43M | Buy |
87,082
+4,621
| +6% | +$500K | 0.77% | 33 |
|
|
2016
Q2 | $7.73M | Buy |
82,461
+10,375
| +14% | +$972K | 0.63% | 50 |
|
|
2016
Q1 | $6.96M | Buy |
72,086
+28,802
| +67% | +$2.78M | 1.05% | 29 |
|
|
2015
Q4 | $4.34M | Buy |
43,284
+2,645
| +7% | +$265K | 0.62% | 59 |
|
|
2015
Q3 | $3.99M | Buy |
40,639
+2,953
| +8% | +$290K | 0.57% | 63 |
|
|
2015
Q2 | $4.07M | Buy |
37,686
+2,025
| +6% | +$219K | 0.52% | 66 |
|
|
2015
Q1 | $3.7M | Buy |
35,661
+2,621
| +8% | +$272K | 0.46% | 72 |
|
|
2014
Q4 | $3.17M | Buy |
33,040
+3,225
| +11% | +$309K | 0.4% | 82 |
|
|
2014
Q3 | $2.82M | Sell |
29,815
-660
| -2% | -$62.4K | 0.37% | 86 |
|
|
2014
Q2 | $2.67M | Buy |
30,475
+65
| +0.2% | +$5.7K | 0.35% | 88 |
|
|
2014
Q1 | $2.41M | Sell |
30,410
-2,975
| -9% | -$236K | 0.32% | 89 |
|
|
2013
Q4 | $2.62M | Sell |
33,385
-520
| -2% | -$40.8K | 0.36% | 82 |
|
|
2013
Q3 | $2.39M | Sell |
33,905
-105
| -0.3% | -$7.39K | 0.36% | 81 |
|
|
2013
Q2 | $2.07M | Buy |
+34,010
| New | +$2.07M | 0.32% | 86 |
|