CIPU
Caledonia Investments plc (UK)’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5M | Buy |
118,800
+12,750
| +12% | +$6.39M | 5.86% | 8 |
|
|
2025
Q1 | $49.4M | Hold |
106,050
| – | – | 5.75% | 9 |
|
|
2024
Q4 | $50.2M | Hold |
106,050
| – | – | 6.01% | 8 |
|
|
2024
Q3 | $50.3M | Hold |
106,050
| – | – | 5.52% | 8 |
|
|
2024
Q2 | $44.7M | Hold |
106,050
| – | – | 5.37% | 8 |
|
|
2024
Q1 | $41.7M | Hold |
106,050
| – | – | 5.38% | 8 |
|
|
2023
Q4 | $41.4M | Hold |
106,050
| – | – | 5.59% | 9 |
|
|
2023
Q3 | $33.6M | Hold |
106,050
| – | – | 4.92% | 10 |
|
|
2023
Q2 | $36.9M | Hold |
106,050
| – | – | 5.09% | 10 |
|
|
2023
Q1 | $32.4M | Hold |
106,050
| – | – | 4.76% | 10 |
|
|
2022
Q4 | $29.5M | Buy |
106,050
+4,750
| +5% | +$1.32M | 4.89% | 10 |
|
|
2022
Q3 | $24.6M | Buy |
101,300
+13,800
| +16% | +$3.36M | 4.57% | 10 |
|
|
2022
Q2 | $23.8M | Buy |
87,500
+25,000
| +40% | +$6.8M | 4.03% | 10 |
|
|
2022
Q1 | $21.1M | Buy |
+62,500
| New | +$21.1M | 3.2% | 13 |
|