Broadleaf Partners’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 | $512K | Hold |
1,020
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $475K | Hold |
1,020
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $483K | Hold |
1,020
| – | – | 0.11% | 57 |
|
|
2024
Q3 | $484K | Hold |
1,020
| – | – | 0.11% | 57 |
|
|
2024
Q2 | $429K | Sell |
1,020
-20
| -2% | -$8.42K | 0.1% | 55 |
|
|
2024
Q1 | $409K | Hold |
1,040
| – | – | 0.1% | 60 |
|
|
2023
Q4 | $406K | Hold |
1,040
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $329K | Hold |
1,040
| – | – | 0.11% | 56 |
|
|
2023
Q2 | $362K | Hold |
1,040
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $318K | Hold |
1,040
| – | – | 0.11% | 63 |
|
|
2022
Q4 | $290K | Hold |
1,040
| – | – | 0.11% | 61 |
|
|
2022
Q3 | $253K | Hold |
1,040
| – | – | 0.11% | 62 |
|
|
2022
Q2 | $283K | Sell |
1,040
-20
| -2% | -$5.44K | 0.12% | 60 |
|
|
2022
Q1 | $358K | Hold |
1,060
| – | – | 0.12% | 56 |
|
|
2021
Q4 | $414K | Hold |
1,060
| – | – | 0.13% | 55 |
|
|
2021
Q3 | $376K | Sell |
1,060
-10
| -0.9% | -$3.55K | 0.12% | 57 |
|
|
2021
Q2 | $388K | Hold |
1,070
| – | – | 0.13% | 59 |
|
|
2021
Q1 | $320K | Hold |
1,070
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $311K | Hold |
1,070
| – | – | 0.12% | 57 |
|
|
2020
Q3 | $310K | Hold |
1,070
| – | – | 0.14% | 54 |
|
|
2020
Q2 | $294K | Hold |
1,070
| – | – | 0.14% | 54 |
|
|
2020
Q1 | $226K | Hold |
1,070
| – | – | 0.15% | 53 |
|
|
2019
Q4 | $254K | Hold |
1,070
| – | – | 0.14% | 59 |
|
|
2019
Q3 | $219K | Buy |
+1,070
| New | +$219K | 0.14% | 54 |
|