Brookstone Capital Management’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 | $1.03M | Buy |
2,051
+392
| +24% | +$197K | 0.01% | 565 |
|
2025
Q1 | $772K | Buy |
1,659
+84
| +5% | +$39.1K | 0.01% | 611 |
|
2024
Q4 | $745K | Sell |
1,575
-36
| -2% | -$17K | 0.01% | 600 |
|
2024
Q3 | $765K | Buy |
1,611
+65
| +4% | +$30.9K | 0.01% | 578 |
|
2024
Q2 | $705K | Buy |
+1,546
| New | +$705K | 0.01% | 567 |
|
2022
Q2 | – | Sell |
-721
| Closed | -$241K | – | 805 |
|
2022
Q1 | $241K | Buy |
721
+145
| +25% | +$48.5K | ﹤0.01% | 690 |
|
2021
Q4 | $215K | Hold |
576
| – | – | ﹤0.01% | 693 |
|
2021
Q3 | $208K | Hold |
576
| – | – | ﹤0.01% | 692 |
|
2021
Q2 | $216K | Buy |
+576
| New | +$216K | ﹤0.01% | 665 |
|
2015
Q4 | – | Sell |
-96
| Closed | -$9K | – | 589 |
|
2015
Q3 | $9K | Hold |
96
| – | – | ﹤0.01% | 1195 |
|
2015
Q2 | $10K | Buy |
+96
| New | +$10K | ﹤0.01% | 1197 |
|