Boston Trust Walden’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 | $3.71M | Buy |
7,400
+20
| +0.3% | +$10K | 0.03% | 231 |
|
|
2025
Q1 | $3.44M | Sell |
7,380
-100
| -1% | -$46.6K | 0.03% | 232 |
|
|
2024
Q4 | $3.54M | Sell |
7,480
-45
| -0.6% | -$21.3K | 0.02% | 235 |
|
|
2024
Q3 | $3.57M | Sell |
7,525
-50
| -0.7% | -$23.7K | 0.02% | 234 |
|
|
2024
Q2 | $3.19M | Sell |
7,575
-55
| -0.7% | -$23.2K | 0.02% | 234 |
|
|
2024
Q1 | $3M | Sell |
7,630
-138
| -2% | -$54.2K | 0.02% | 235 |
|
|
2023
Q4 | $3.03M | Sell |
7,768
-34
| -0.4% | -$13.3K | 0.02% | 234 |
|
|
2023
Q3 | $2.47M | Sell |
7,802
-1
| -0% | -$316 | 0.02% | 237 |
|
|
2023
Q2 | $2.71M | Sell |
7,803
-205
| -3% | -$71.3K | 0.02% | 237 |
|
|
2023
Q1 | $2.45M | Sell |
8,008
-9,475
| -54% | -$2.9M | 0.02% | 242 |
|
|
2022
Q4 | $4.87M | Sell |
17,483
-80,955
| -82% | -$22.6M | 0.04% | 235 |
|
|
2022
Q3 | $23.9M | Sell |
98,438
-25,982
| -21% | -$6.32M | 0.24% | 148 |
|
|
2022
Q2 | $33.8M | Sell |
124,420
-31,313
| -20% | -$8.52M | 0.32% | 112 |
|
|
2022
Q1 | $52.5M | Buy |
155,733
+3,330
| +2% | +$1.12M | 0.43% | 82 |
|
|
2021
Q4 | $59.5M | Buy |
152,403
+1,163
| +0.8% | +$454K | 0.48% | 66 |
|
|
2021
Q3 | $53.7M | Buy |
151,240
+6,494
| +4% | +$2.31M | 0.48% | 70 |
|
|
2021
Q2 | $52.5M | Buy |
144,746
+6,286
| +5% | +$2.28M | 0.47% | 66 |
|
|
2021
Q1 | $41.3M | Buy |
138,460
+46,667
| +51% | +$13.9M | 0.4% | 85 |
|
|
2020
Q4 | $26.6M | Buy |
91,793
+87,688
| +2,136% | +$25.5M | 0.28% | 127 |
|
|
2020
Q3 | $1.19M | Hold |
4,105
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $1.13M | Hold |
4,105
| – | – | 0.02% | 277 |
|
|
2020
Q1 | $868K | Hold |
4,105
| – | – | 0.01% | 279 |
|
|
2019
Q4 | $975K | Hold |
4,105
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $841K | Hold |
4,105
| – | – | 0.01% | 294 |
|
|
2019
Q2 | $802K | Buy |
4,105
+400
| +11% | +$78.1K | 0.01% | 305 |
|
|
2019
Q1 | $671K | Hold |
3,705
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $519K | Hold |
3,705
| – | – | 0.01% | 323 |
|
|
2018
Q3 | $619K | Hold |
3,705
| – | – | 0.01% | 323 |
|
|
2018
Q2 | $632K | Sell |
3,705
-125
| -3% | -$21.3K | 0.01% | 317 |
|
|
2018
Q1 | $618K | Sell |
3,830
-18,620
| -83% | -$3M | 0.01% | 320 |
|
|
2017
Q4 | $3.31M | Sell |
22,450
-140
| -0.6% | -$20.7K | 0.05% | 245 |
|
|
2017
Q3 | $3.15M | Sell |
22,590
-2,685
| -11% | -$374K | 0.05% | 251 |
|
|
2017
Q2 | $3.08M | Sell |
25,275
-17,565
| -41% | -$2.14M | 0.05% | 249 |
|
|
2017
Q1 | $4.8M | Sell |
42,840
-71,097
| -62% | -$7.97M | 0.07% | 222 |
|
|
2016
Q4 | $10.7M | Buy |
113,937
+2,927
| +3% | +$276K | 0.17% | 173 |
|
|
2016
Q3 | $12M | Buy |
111,010
+30,165
| +37% | +$3.27M | 0.2% | 166 |
|
|
2016
Q2 | $7.58M | Buy |
80,845
+4,560
| +6% | +$427K | 0.13% | 191 |
|
|
2016
Q1 | $7.37M | Buy |
76,285
+6,785
| +10% | +$655K | 0.13% | 198 |
|
|
2015
Q4 | $6.97M | Buy |
69,500
+19,305
| +38% | +$1.94M | 0.13% | 197 |
|
|
2015
Q3 | $4.93M | Buy |
50,195
+45,329
| +932% | +$4.45M | 0.08% | 223 |
|
|
2015
Q2 | $525K | Buy |
4,866
+36
| +0.7% | +$3.88K | 0.01% | 313 |
|
|
2015
Q1 | $501K | Hold |
4,830
| – | – | 0.01% | 310 |
|
|
2014
Q4 | $463K | Hold |
4,830
| – | – | 0.01% | 313 |
|
|
2014
Q3 | $456K | Hold |
4,830
| – | – | 0.01% | 311 |
|
|
2014
Q2 | $423K | Hold |
4,830
| – | – | 0.01% | 306 |
|
|
2014
Q1 | $383K | Hold |
4,830
| – | – | 0.01% | 291 |
|
|
2013
Q4 | $379K | Hold |
4,830
| – | – | 0.01% | 298 |
|
|
2013
Q3 | $340K | Sell |
4,830
-300
| -6% | -$21.1K | 0.01% | 293 |
|
|
2013
Q2 | $313K | Buy |
+5,130
| New | +$313K | 0.01% | 292 |
|