CAL
Capital Advisors Ltd’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
1,004
+1
| +0.1% | +$501 | 0.06% | 159 |
|
|
2025
Q1 | $467K | Buy |
1,003
+10
| +1% | +$4.66K | 0.06% | 163 |
|
|
2024
Q4 | $470K | Buy |
993
+9
| +0.9% | +$4.26K | 0.06% | 164 |
|
|
2024
Q3 | $467K | Buy |
984
+24
| +3% | +$11.4K | 0.06% | 165 |
|
|
2024
Q2 | $404K | Buy |
960
+24
| +3% | +$10.1K | 0.05% | 177 |
|
|
2024
Q1 | $368K | Buy |
936
+25
| +3% | +$9.83K | 0.05% | 190 |
|
|
2023
Q4 | $356K | Buy |
911
+50
| +6% | +$19.5K | 0.05% | 184 |
|
|
2023
Q3 | $272K | Buy |
861
+30
| +4% | +$9.48K | 0.04% | 212 |
|
|
2023
Q2 | $289K | Buy |
831
+35
| +4% | +$12.2K | 0.04% | 210 |
|
|
2023
Q1 | $244K | Sell |
796
-12
| -1% | -$3.68K | 0.04% | 206 |
|
|
2022
Q4 | $225K | Buy |
808
+11
| +1% | +$3.06K | 0.04% | 219 |
|
|
2022
Q3 | $194K | Buy |
797
+114
| +17% | +$27.7K | 0.04% | 236 |
|
|
2022
Q2 | $186K | Buy |
683
+115
| +20% | +$31.3K | 0.03% | 240 |
|
|
2022
Q1 | $192K | Buy |
568
+242
| +74% | +$81.8K | 0.03% | 232 |
|
|
2021
Q4 | $127K | Buy |
326
+229
| +236% | +$89.2K | 0.02% | 281 |
|
|
2021
Q3 | $34K | Buy |
+97
| New | +$34K | 0.01% | 351 |
|