CGPCS
Capital Group Private Client Services’s Moody's MCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $359K | Hold |
715
| – | – | ﹤0.01% | 265 |
|
2025
Q1 | $333K | Hold |
715
| – | – | ﹤0.01% | 261 |
|
2024
Q4 | $338K | Hold |
715
| – | – | ﹤0.01% | 259 |
|
2024
Q3 | $339K | Sell |
715
-15
| -2% | -$7.12K | ﹤0.01% | 253 |
|
2024
Q2 | $307K | Hold |
730
| – | – | ﹤0.01% | 255 |
|
2024
Q1 | $287K | Sell |
730
-37,410
| -98% | -$14.7M | ﹤0.01% | 250 |
|
2023
Q4 | $14.9M | Sell |
38,140
-1,036
| -3% | -$405K | 0.15% | 123 |
|
2023
Q3 | $12.4M | Sell |
39,176
-313
| -0.8% | -$99K | 0.15% | 120 |
|
2023
Q2 | $13.7M | Sell |
39,489
-52,992
| -57% | -$18.4M | 0.16% | 116 |
|
2023
Q1 | $28.3M | Sell |
92,481
-18,593
| -17% | -$5.69M | 0.35% | 90 |
|
2022
Q4 | $30.9M | Sell |
111,074
-1,030
| -0.9% | -$287K | 0.39% | 78 |
|
2022
Q3 | $27.3M | Sell |
112,104
-93,586
| -45% | -$22.8M | 0.38% | 80 |
|
2022
Q2 | $55.9M | Sell |
205,690
-97,543
| -32% | -$26.5M | 0.72% | 45 |
|
2022
Q1 | $102M | Sell |
303,233
-18,143
| -6% | -$6.12M | 1.12% | 27 |
|
2021
Q4 | $126M | Sell |
321,376
-5,117
| -2% | -$2M | 1.34% | 18 |
|
2021
Q3 | $116M | Buy |
+326,493
| New | +$116M | 1.34% | 20 |
|