Brinker Capital Investments’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 | $3.73M | Buy |
7,436
+770
| +12% | +$386K | 0.03% | 498 |
|
|
2025
Q1 | $3.1M | Buy |
6,666
+135
| +2% | +$62.9K | 0.03% | 513 |
|
|
2024
Q4 | $3.09M | Buy |
6,531
+27
| +0.4% | +$12.8K | 0.03% | 496 |
|
|
2024
Q3 | $3.09M | Buy |
6,504
+45
| +0.7% | +$21.4K | 0.03% | 490 |
|
|
2024
Q2 | $2.72M | Buy |
6,459
+16
| +0.2% | +$6.74K | 0.03% | 512 |
|
|
2024
Q1 | $2.53M | Sell |
6,443
-168
| -3% | -$66K | 0.03% | 546 |
|
|
2023
Q4 | $2.48M | Sell |
6,611
-586
| -8% | -$220K | 0.03% | 536 |
|
|
2023
Q3 | $2.28M | Sell |
7,197
-195
| -3% | -$61.7K | 0.03% | 560 |
|
|
2023
Q2 | $2.57M | Buy |
7,392
+962
| +15% | +$335K | 0.03% | 536 |
|
|
2023
Q1 | $1.97M | Buy |
6,430
+1,165
| +22% | +$357K | 0.02% | 597 |
|
|
2022
Q4 | $1.47M | Sell |
5,265
-39
| -0.7% | -$10.9K | 0.03% | 595 |
|
|
2022
Q3 | $1.29M | Buy |
5,304
+161
| +3% | +$39.1K | 0.03% | 606 |
|
|
2022
Q2 | $1.4M | Sell |
5,143
-28
| -0.5% | -$7.62K | 0.03% | 623 |
|
|
2022
Q1 | $1.75M | Buy |
5,171
+11
| +0.2% | +$3.71K | 0.03% | 576 |
|
|
2021
Q4 | $2.02M | Buy |
5,160
+1,785
| +53% | +$697K | 0.03% | 572 |
|
|
2021
Q3 | $1.22M | Hold |
3,375
| – | – | 0.02% | 700 |
|
|
2021
Q2 | $1.22M | Buy |
3,375
+1,146
| +51% | +$415K | 0.02% | 753 |
|
|
2021
Q1 | $666K | Sell |
2,229
-2,075
| -48% | -$620K | 0.01% | 818 |
|
|
2020
Q4 | $1.25M | Buy |
4,304
+2,260
| +111% | +$656K | 0.02% | 646 |
|
|
2020
Q3 | $592K | Buy |
+2,044
| New | +$592K | 0.01% | 854 |
|
|
2019
Q3 | – | Sell |
-636
| Closed | -$124K | – | 878 |
|
|
2019
Q2 | $124K | Buy |
+636
| New | +$124K | ﹤0.01% | 453 |
|