Carnegie Investment Counsel’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 | $532K | Buy |
1,061
+11
| +1% | +$5.52K | 0.01% | 382 |
|
|
2025
Q1 | $418K | Buy |
1,050
+7
| +0.7% | +$2.79K | 0.01% | 388 |
|
|
2024
Q4 | $494K | Hold |
1,043
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $495K | Hold |
1,043
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $439K | Hold |
1,043
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $410K | Sell |
1,043
-1
| -0.1% | -$393 | 0.01% | 381 |
|
|
2023
Q4 | $408K | Hold |
1,044
| – | – | 0.01% | 377 |
|
|
2023
Q3 | $330K | Hold |
1,044
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $363K | Hold |
1,044
| – | – | 0.01% | 396 |
|
|
2023
Q1 | $319K | Hold |
1,044
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $291K | Buy |
1,044
+1
| +0.1% | +$279 | 0.01% | 430 |
|
|
2022
Q3 | $254K | Sell |
1,043
-291
| -22% | -$70.9K | 0.01% | 423 |
|
|
2022
Q2 | $363K | Sell |
1,334
-175
| -12% | -$47.6K | 0.02% | 380 |
|
|
2022
Q1 | $509K | Sell |
1,509
-102
| -6% | -$34.4K | 0.02% | 346 |
|
|
2021
Q4 | $629K | Buy |
1,611
+868
| +117% | +$339K | 0.02% | 329 |
|
|
2021
Q3 | $264K | Hold |
743
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $269K | Buy |
743
+32
| +5% | +$11.6K | 0.01% | 414 |
|
|
2021
Q1 | $212K | Hold |
711
| – | – | 0.01% | 435 |
|
|
2020
Q4 | $206K | Buy |
+711
| New | +$206K | 0.01% | 411 |
|