Brighton Jones LLC’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 | $260K | Buy |
+519
| New | +$260K | 0.01% | 780 |
|
|
2024
Q2 | – | Sell |
-815
| Closed | -$320K | – | 657 |
|
|
2024
Q1 | $320K | Sell |
815
-226
| -22% | -$88.8K | 0.01% | 447 |
|
|
2023
Q4 | $406K | Sell |
1,041
-82
| -7% | -$32K | 0.02% | 372 |
|
|
2023
Q3 | $355K | Buy |
1,123
+43
| +4% | +$13.6K | 0.02% | 364 |
|
|
2023
Q2 | $375K | Buy |
1,080
+37
| +4% | +$12.9K | 0.02% | 352 |
|
|
2023
Q1 | $319K | Buy |
+1,043
| New | +$319K | 0.02% | 363 |
|
|
2020
Q1 | – | Sell |
-1,063
| Closed | -$252K | – | 311 |
|
|
2019
Q4 | $252K | Sell |
1,063
-69
| -6% | -$16.4K | 0.03% | 277 |
|
|
2019
Q3 | $232K | Hold |
1,132
| – | – | 0.03% | 267 |
|
|
2019
Q2 | $221K | Hold |
1,132
| – | – | 0.03% | 269 |
|
|
2019
Q1 | $205K | Buy |
+1,132
| New | +$205K | 0.02% | 289 |
|
|
2018
Q1 | – | Sell |
-1,852
| Closed | -$273K | – | 302 |
|
|
2017
Q4 | $273K | Buy |
1,852
+196
| +12% | +$28.9K | 0.03% | 232 |
|
|
2017
Q3 | $231K | Sell |
1,656
-298
| -15% | -$41.6K | 0.03% | 248 |
|
|
2017
Q2 | $238K | Buy |
1,954
+5
| +0.3% | +$609 | 0.03% | 227 |
|
|
2017
Q1 | $218K | Buy |
+1,949
| New | +$218K | 0.05% | 94 |
|
|
2016
Q4 | – | Sell |
-2,475
| Closed | -$268K | – | 166 |
|
|
2016
Q3 | $268K | Sell |
2,475
-185
| -7% | -$20K | 0.04% | 192 |
|
|
2016
Q2 | $249K | Sell |
2,660
-74
| -3% | -$6.93K | 0.04% | 170 |
|
|
2016
Q1 | $264K | Sell |
2,734
-320
| -10% | -$30.9K | 0.05% | 169 |
|
|
2015
Q4 | $306K | Sell |
3,054
-17
| -0.6% | -$1.7K | 0.06% | 147 |
|
|
2015
Q3 | $302K | Buy |
3,071
+25
| +0.8% | +$2.46K | 0.06% | 146 |
|
|
2015
Q2 | $329K | Hold |
3,046
| – | – | 0.08% | 129 |
|
|
2015
Q1 | $316K | Buy |
3,046
+3
| +0.1% | +$311 | 0.07% | 135 |
|
|
2014
Q4 | $292K | Hold |
3,043
| – | – | 0.07% | 148 |
|
|
2014
Q3 | $288K | Sell |
3,043
-2,508
| -45% | -$237K | 0.06% | 151 |
|
|
2014
Q2 | $487K | Sell |
5,551
-628
| -10% | -$55.1K | 0.11% | 102 |
|
|
2014
Q1 | $490K | Hold |
6,179
| – | – | 0.12% | 93 |
|
|
2013
Q4 | $485K | Sell |
6,179
-262
| -4% | -$20.6K | 0.11% | 95 |
|
|
2013
Q3 | $453K | Sell |
6,441
-77
| -1% | -$5.42K | 0.12% | 83 |
|
|
2013
Q2 | $397K | Buy |
+6,518
| New | +$397K | 0.12% | 68 |
|