Capital Fund Management (CFM)’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 | – | Sell |
-57,766
| Closed | -$26.9M | – | 1117 |
|
|
2025
Q1 | $26.9M | Buy |
57,766
+34,112
| +144% | +$15.9M | 0.08% | 69 |
|
|
2024
Q4 | $11.2M | Buy |
+23,654
| New | +$11.2M | 0.03% | 238 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1077 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1040 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 929 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 924 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1020 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1033 |
|
|
2018
Q3 | – | Sell |
-13,462
| Closed | -$2.3M | – | 1064 |
|
|
2018
Q2 | $2.3M | Buy |
13,462
+4,753
| +55% | +$811K | 0.01% | 448 |
|
|
2018
Q1 | $1.41M | Buy |
8,709
+2,654
| +44% | +$428K | 0.01% | 521 |
|
|
2017
Q4 | $894K | Buy |
6,055
+1,160
| +24% | +$171K | ﹤0.01% | 567 |
|
|
2017
Q3 | $681K | Buy |
+4,895
| New | +$681K | ﹤0.01% | 588 |
|
|
2017
Q2 | – | Sell |
-10,309
| Closed | -$1.16M | – | 950 |
|
|
2017
Q1 | $1.16M | Sell |
10,309
-566
| -5% | -$63.4K | 0.01% | 532 |
|
|
2016
Q4 | $1.03M | Buy |
+10,875
| New | +$1.03M | 0.01% | 553 |
|
|
2016
Q2 | – | Sell |
-15,293
| Closed | -$1.48M | – | 993 |
|
|
2016
Q1 | $1.48M | Buy |
15,293
+1,639
| +12% | +$158K | 0.01% | 454 |
|
|
2015
Q4 | $1.37M | Sell |
13,654
-40,178
| -75% | -$4.03M | 0.01% | 399 |
|
|
2015
Q3 | $5.29M | Buy |
53,832
+45,752
| +566% | +$4.49M | 0.06% | 194 |
|
|
2015
Q2 | $872K | Sell |
8,080
-36,343
| -82% | -$3.92M | 0.01% | 397 |
|
|
2015
Q1 | $4.61M | Buy |
44,423
+2,800
| +7% | +$291K | 0.06% | 188 |
|
|
2014
Q4 | $3.99M | Buy |
+41,623
| New | +$3.99M | 0.05% | 231 |
|
|
2014
Q2 | – | Sell |
-66,600
| Closed | -$5.28M | – | 947 |
|
|
2014
Q1 | $5.28M | Sell |
66,600
-21,962
| -25% | -$1.74M | 0.06% | 169 |
|
|
2013
Q4 | $6.95M | Sell |
88,562
-111,195
| -56% | -$8.72M | 0.09% | 131 |
|
|
2013
Q3 | $14M | Buy |
+199,757
| New | +$14M | 0.19% | 60 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 874 |
|