Carderock Capital Management’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 | $8.33M | Sell |
16,613
-3,468
| -17% | -$1.74M | 2.13% | 23 |
|
|
2025
Q1 | $9.35M | Buy |
20,081
+314
| +2% | +$146K | 2.48% | 12 |
|
|
2024
Q4 | $9.36M | Sell |
19,767
-76
| -0.4% | -$36K | 2.35% | 15 |
|
|
2024
Q3 | $9.42M | Sell |
19,843
-331
| -2% | -$157K | 2.22% | 15 |
|
|
2024
Q2 | $8.49M | Buy |
20,174
+546
| +3% | +$230K | 2.22% | 15 |
|
|
2024
Q1 | $7.71M | Buy |
19,628
+282
| +1% | +$111K | 2.16% | 22 |
|
|
2023
Q4 | $7.56M | Buy |
19,346
+4,983
| +35% | +$1.95M | 2.09% | 21 |
|
|
2023
Q3 | $4.54M | Sell |
14,363
-348
| -2% | -$110K | 1.52% | 39 |
|
|
2023
Q2 | $5.12M | Sell |
14,711
-244
| -2% | -$84.8K | 1.59% | 35 |
|
|
2023
Q1 | $4.58M | Buy |
14,955
+1,203
| +9% | +$368K | 1.6% | 30 |
|
|
2022
Q4 | $3.83M | Buy |
13,752
+4,718
| +52% | +$1.31M | 1.59% | 28 |
|
|
2022
Q3 | $2.2M | Sell |
9,034
-2,443
| -21% | -$594K | 1.12% | 40 |
|
|
2022
Q2 | $3.12M | Sell |
11,477
-2,998
| -21% | -$815K | 1.3% | 36 |
|
|
2022
Q1 | $4.88M | Sell |
14,475
-1,339
| -8% | -$452K | 1.58% | 31 |
|
|
2021
Q4 | $6.18M | Buy |
15,814
+2,432
| +18% | +$950K | 1.48% | 30 |
|
|
2021
Q3 | $4.75M | Buy |
13,382
+261
| +2% | +$92.7K | 1.34% | 34 |
|
|
2021
Q2 | $4.76M | Sell |
13,121
-216
| -2% | -$78.3K | 1.3% | 35 |
|
|
2021
Q1 | $3.98M | Buy |
13,337
+81
| +0.6% | +$24.2K | 1.19% | 41 |
|
|
2020
Q4 | $3.85M | Buy |
13,256
+82
| +0.6% | +$23.8K | 1.16% | 41 |
|
|
2020
Q3 | $3.82M | Sell |
13,174
-106
| -0.8% | -$30.7K | 1.29% | 38 |
|
|
2020
Q2 | $3.65M | Buy |
13,280
+334
| +3% | +$91.7K | 1.34% | 39 |
|
|
2020
Q1 | $2.74M | Sell |
12,946
-257
| -2% | -$54.4K | 1.26% | 41 |
|
|
2019
Q4 | $3.14M | Buy |
13,203
+800
| +6% | +$190K | 1.05% | 47 |
|
|
2019
Q3 | $2.54M | Buy |
12,403
+96
| +0.8% | +$19.7K | 0.94% | 48 |
|
|
2019
Q2 | $2.4M | Buy |
12,307
+614
| +5% | +$120K | 0.91% | 47 |
|
|
2019
Q1 | $2.12M | Buy |
11,693
+601
| +5% | +$109K | 0.86% | 47 |
|
|
2018
Q4 | $1.55M | Sell |
11,092
-1,250
| -10% | -$175K | 0.8% | 45 |
|
|
2018
Q3 | $2.06M | Buy |
12,342
+33
| +0.3% | +$5.52K | 0.81% | 47 |
|
|
2018
Q2 | $2.1M | Buy |
12,309
+4,353
| +55% | +$742K | 0.91% | 47 |
|
|
2018
Q1 | $1.28M | Buy |
+7,956
| New | +$1.28M | 0.57% | 54 |
|