Burke & Herbert Bank & Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $217K | Buy |
|