Burke & Herbert Bank & Trust’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 | $251K | Hold |
500
| – | – | 0.06% | 217 |
|
|
2025
Q1 | $233K | Hold |
500
| – | – | 0.06% | 207 |
|
|
2024
Q4 | $237K | Hold |
500
| – | – | 0.06% | 208 |
|
|
2024
Q3 | $237K | Hold |
500
| – | – | 0.06% | 213 |
|
|
2024
Q2 | $210K | Sell |
500
-60
| -11% | -$25.3K | 0.05% | 220 |
|
|
2024
Q1 | $220K | Sell |
560
-40
| -7% | -$15.7K | 0.17% | 113 |
|
|
2023
Q4 | $234K | Buy |
+600
| New | +$234K | 0.17% | 107 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$209K | – | 123 |
|
|
2023
Q2 | $209K | Buy |
+600
| New | +$209K | 0.14% | 128 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$202K | – | 137 |
|
|
2022
Q1 | $202K | Hold |
600
| – | – | 0.13% | 142 |
|
|
2021
Q4 | $234K | Hold |
600
| – | – | 0.14% | 137 |
|
|
2021
Q3 | $213K | Hold |
600
| – | – | 0.14% | 141 |
|
|
2021
Q2 | $217K | Buy |
+600
| New | +$217K | 0.14% | 140 |
|