Caldwell Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
600
|
|
||||
|
2025
Q1 | $279K | Hold |
600
|
|
||||
|
2024
Q4 | $284K | Hold |
600
|
|
||||
|
2024
Q3 | $285K | Sell |
600
-60
|
|
||||
|
2024
Q2 | $278K | Hold |
660
|
|
||||
|
2024
Q1 | $259K | Hold |
660
|
|
||||
|
2023
Q4 | $258K | Hold |
660
|
|
||||
|
2023
Q3 | $209K | Hold |
660
|
|
||||
|
2023
Q2 | $229K | Hold |
660
|
|
||||
|
2023
Q1 | $202K | Hold |
660
|
|
||||
|
2022
Q4 | $184K | Hold |
660
|
|
||||
|
2022
Q3 | $160K | Hold |
660
|
|
||||
|
2022
Q2 | $180K | Hold |
660
|
|
||||
|
2022
Q1 | $223K | Hold |
660
|
|
||||
|
2021
Q4 | $258K | Hold |
660
|
|
||||
|
2021
Q3 | $234K | Hold |
660
|
|
||||
|
2021
Q2 | $239K | Hold |
660
|
|
||||
|
2021
Q1 | $197K | Hold |
660
|
|
||||
|
2020
Q4 | $192K | Buy |
660
+105
|
|
||||
|
2020
Q3 | $161K | Hold |
555
|
|
||||
|
2020
Q2 | $152K | Hold |
555
|
|
||||
|
2020
Q1 | $117K | Sell |
555
-245
|
|
||||
|
2019
Q4 | $190K | Buy |
+800
|
|