CAPTRUST Financial Advisors’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 | $31.1M | Buy |
62,032
+20,451
| +49% | +$10.3M | 0.07% | 227 |
|
|
2025
Q1 | $19.4M | Buy |
41,581
+35,339
| +566% | +$16.5M | 0.05% | 289 |
|
|
2024
Q4 | $2.95M | Buy |
6,242
+766
| +14% | +$363K | 0.01% | 717 |
|
|
2024
Q3 | $2.6M | Sell |
5,476
-1,723
| -24% | -$818K | 0.01% | 753 |
|
|
2024
Q2 | $3.03M | Buy |
7,199
+229
| +3% | +$96.4K | 0.01% | 664 |
|
|
2024
Q1 | $2.74M | Sell |
6,970
-3,204
| -31% | -$1.26M | 0.01% | 684 |
|
|
2023
Q4 | $3.97M | Buy |
10,174
+721
| +8% | +$282K | 0.01% | 632 |
|
|
2023
Q3 | $2.99M | Buy |
9,453
+7
| +0.1% | +$2.21K | 0.01% | 700 |
|
|
2023
Q2 | $3.28M | Sell |
9,446
-672
| -7% | -$234K | 0.01% | 640 |
|
|
2023
Q1 | $3.1M | Sell |
10,118
-571
| -5% | -$175K | 0.01% | 604 |
|
|
2022
Q4 | $2.98M | Buy |
10,689
+628
| +6% | +$175K | 0.02% | 590 |
|
|
2022
Q3 | $2.45M | Buy |
10,061
+1,631
| +19% | +$397K | 0.01% | 606 |
|
|
2022
Q2 | $2.29M | Buy |
8,430
+62
| +0.7% | +$16.9K | 0.01% | 563 |
|
|
2022
Q1 | $2.82M | Buy |
8,368
+2,927
| +54% | +$988K | 0.02% | 503 |
|
|
2021
Q4 | $2.13M | Buy |
5,441
+125
| +2% | +$48.8K | 0.01% | 550 |
|
|
2021
Q3 | $1.89M | Buy |
5,316
+1,329
| +33% | +$472K | 0.02% | 532 |
|
|
2021
Q2 | $1.45M | Sell |
3,987
-373
| -9% | -$135K | 0.01% | 597 |
|
|
2021
Q1 | $1.3M | Buy |
4,360
+950
| +28% | +$284K | 0.01% | 593 |
|
|
2020
Q4 | $990K | Sell |
3,410
-219
| -6% | -$63.6K | 0.01% | 614 |
|
|
2020
Q3 | $1.07M | Buy |
3,629
+634
| +21% | +$186K | 0.02% | 497 |
|
|
2020
Q2 | $834K | Buy |
2,995
+1,360
| +83% | +$379K | 0.01% | 555 |
|
|
2020
Q1 | $323K | Sell |
1,635
-14
| -0.8% | -$2.77K | 0.01% | 697 |
|
|
2019
Q4 | $399K | Buy |
1,649
+1,331
| +419% | +$322K | 0.01% | 760 |
|
|
2019
Q3 | $65K | Sell |
318
-7
| -2% | -$1.43K | ﹤0.01% | 916 |
|
|
2019
Q2 | $63K | Sell |
325
-104
| -24% | -$20.2K | ﹤0.01% | 901 |
|
|
2019
Q1 | $78K | Buy |
429
+40
| +10% | +$7.27K | ﹤0.01% | 780 |
|
|
2018
Q4 | $54K | Buy |
389
+179
| +85% | +$24.8K | ﹤0.01% | 763 |
|
|
2018
Q3 | $35K | Buy |
210
+70
| +50% | +$11.7K | ﹤0.01% | 846 |
|
|
2018
Q2 | $24K | Sell |
140
-20
| -13% | -$3.43K | ﹤0.01% | 893 |
|
|
2018
Q1 | $25K | Buy |
160
+53
| +50% | +$8.28K | ﹤0.01% | 761 |
|
|
2017
Q4 | $16K | Buy |
+107
| New | +$16K | ﹤0.01% | 859 |
|