Castleview Partners’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 | $425K | Sell |
848
-17
| -2% | -$8.53K | 0.27% | 89 |
|
|
2025
Q1 | $403K | Sell |
865
-133
| -13% | -$61.9K | 0.27% | 96 |
|
|
2024
Q4 | $472K | Buy |
998
+16
| +2% | +$7.57K | 0.25% | 97 |
|
|
2024
Q3 | $466K | Buy |
982
+28
| +3% | +$13.3K | 0.27% | 90 |
|
|
2024
Q2 | $402K | Sell |
954
-11
| -1% | -$4.63K | 0.23% | 105 |
|
|
2024
Q1 | $379K | Buy |
965
+45
| +5% | +$17.7K | 0.21% | 112 |
|
|
2023
Q4 | $359K | Buy |
920
+4
| +0.4% | +$1.56K | 0.25% | 96 |
|
|
2023
Q3 | $290K | Buy |
916
+47
| +5% | +$14.9K | 0.27% | 85 |
|
|
2023
Q2 | $302K | Buy |
869
+85
| +11% | +$29.6K | 0.27% | 83 |
|
|
2023
Q1 | $240K | Buy |
784
+5
| +0.6% | +$1.53K | 0.21% | 111 |
|
|
2022
Q4 | $217K | Buy |
779
+65
| +9% | +$18.1K | 0.21% | 115 |
|
|
2022
Q3 | $174K | Sell |
714
-1,815
| -72% | -$442K | 0.17% | 131 |
|
|
2022
Q2 | $192K | Buy |
2,529
+1,594
| +170% | +$121K | 0.15% | 146 |
|
|
2022
Q1 | $315K | Sell |
935
-364,647
| -100% | -$123M | 0.2% | 109 |
|
|
2021
Q4 | $936 | Buy |
+365,582
| New | +$936 | 0.01% | 411 |
|
|
2021
Q2 | $610K | Buy |
+1,682
| New | +$610K | 0.27% | 79 |
|