Caprock Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.57M | Buy |
5,513
+133
| +2% | +$61.9K | 0.08% | 226 |
|
|
2024
Q4 | $2.55M | Buy |
+5,380
| New | +$2.55M | 0.08% | 212 |
|
|
2024
Q3 | – | Sell |
-4,885
| Closed | -$2.06M | – | 949 |
|
|
2024
Q2 | $2.06M | Buy |
4,885
+1,737
| +55% | +$731K | 0.08% | 202 |
|
|
2024
Q1 | $1.24M | Buy |
3,148
+86
| +3% | +$33.8K | 0.07% | 208 |
|
|
2023
Q4 | $1.2M | Buy |
3,062
+99
| +3% | +$38.7K | 0.08% | 213 |
|
|
2023
Q3 | $937K | Buy |
2,963
+225
| +8% | +$71.2K | 0.07% | 222 |
|
|
2023
Q2 | $952K | Buy |
2,738
+280
| +11% | +$97.4K | 0.07% | 224 |
|
|
2023
Q1 | $752K | Buy |
+2,458
| New | +$752K | 0.06% | 253 |
|
|
2022
Q4 | – | Sell |
-2,025
| Closed | -$492K | – | 593 |
|
|
2022
Q3 | $492K | Buy |
2,025
+346
| +21% | +$84.1K | 0.05% | 278 |
|
|
2022
Q2 | $457K | Buy |
1,679
+127
| +8% | +$34.6K | 0.04% | 283 |
|
|
2022
Q1 | $524K | Sell |
1,552
-35
| -2% | -$11.8K | 0.05% | 278 |
|
|
2021
Q4 | $620K | Buy |
1,587
+145
| +10% | +$56.6K | 0.05% | 248 |
|
|
2021
Q3 | $512K | Buy |
1,442
+159
| +12% | +$56.5K | 0.05% | 252 |
|
|
2021
Q2 | $465K | Buy |
1,283
+256
| +25% | +$92.8K | 0.04% | 272 |
|
|
2021
Q1 | $307K | Sell |
1,027
-28
| -3% | -$8.37K | 0.03% | 330 |
|
|
2020
Q4 | $306K | Sell |
1,055
-183
| -15% | -$53.1K | 0.03% | 321 |
|
|
2020
Q3 | $359K | Buy |
1,238
+102
| +9% | +$29.6K | 0.05% | 259 |
|
|
2020
Q2 | $312K | Sell |
1,136
-36
| -3% | -$9.89K | 0.05% | 282 |
|
|
2020
Q1 | $248K | Sell |
1,172
-208
| -15% | -$44K | 0.05% | 273 |
|
|
2019
Q4 | $328K | Buy |
1,380
+53
| +4% | +$12.6K | 0.06% | 234 |
|
|
2019
Q3 | $272K | Buy |
1,327
+254
| +24% | +$52.1K | 0.05% | 254 |
|
|
2019
Q2 | $210K | Buy |
+1,073
| New | +$210K | 0.04% | 302 |
|
|
2018
Q4 | – | Sell |
-1,690
| Closed | -$283K | – | 386 |
|
|
2018
Q3 | $283K | Sell |
1,690
-1,038
| -38% | -$174K | 0.06% | 285 |
|
|
2018
Q2 | $465K | Buy |
2,728
+94
| +4% | +$16K | 0.1% | 187 |
|
|
2018
Q1 | $425K | Hold |
2,634
| – | – | 0.09% | 209 |
|
|
2017
Q4 | $414K | Buy |
2,634
+222
| +9% | +$34.9K | 0.08% | 229 |
|
|
2017
Q3 | $336K | Buy |
+2,412
| New | +$336K | 0.07% | 257 |
|