Cerity 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 | $19.8M | Sell |
39,420
-3,647
| -8% | -$1.83M | 0.04% | 366 |
|
|
2025
Q1 | $20.1M | Sell |
43,067
-983
| -2% | -$458K | 0.04% | 326 |
|
|
2024
Q4 | $20.9M | Buy |
44,050
+3,968
| +10% | +$1.88M | 0.05% | 306 |
|
|
2024
Q3 | $19M | Buy |
40,082
+1,075
| +3% | +$510K | 0.04% | 326 |
|
|
2024
Q2 | $16.4M | Sell |
39,007
-22,677
| -37% | -$9.55M | 0.04% | 307 |
|
|
2024
Q1 | $23.9M | Buy |
61,684
+35,639
| +137% | +$13.8M | 0.06% | 263 |
|
|
2023
Q4 | $10.2M | Sell |
26,045
-388
| -1% | -$152K | 0.03% | 365 |
|
|
2023
Q3 | $8.36M | Buy |
26,433
+312
| +1% | +$98.6K | 0.04% | 322 |
|
|
2023
Q2 | $9.08M | Buy |
26,121
+944
| +4% | +$328K | 0.04% | 358 |
|
|
2023
Q1 | $8.26M | Buy |
25,177
+20,745
| +468% | +$6.81M | 0.02% | 385 |
|
|
2022
Q4 | $1.23M | Buy |
4,432
+2,085
| +89% | +$581K | 0.01% | 644 |
|
|
2022
Q3 | $571K | Buy |
2,347
+2
| +0.1% | +$487 | 0.01% | 662 |
|
|
2022
Q2 | $637K | Buy |
2,345
+795
| +51% | +$216K | 0.01% | 669 |
|
|
2022
Q1 | $523K | Sell |
1,550
-404
| -21% | -$136K | 0.01% | 586 |
|
|
2021
Q4 | $766K | Buy |
1,954
+648
| +50% | +$254K | 0.01% | 486 |
|
|
2021
Q3 | $464K | Sell |
1,306
-36
| -3% | -$12.8K | 0.01% | 480 |
|
|
2021
Q2 | $486K | Buy |
1,342
+131
| +11% | +$47.4K | 0.01% | 476 |
|
|
2021
Q1 | $362K | Hold |
1,211
| – | – | 0.01% | 506 |
|
|
2020
Q4 | $351K | Buy |
1,211
+104
| +9% | +$30.1K | 0.01% | 483 |
|
|
2020
Q3 | $321K | Sell |
1,107
-6
| -0.5% | -$1.74K | 0.01% | 390 |
|
|
2020
Q2 | $305K | Buy |
1,113
+6
| +0.5% | +$1.64K | 0.02% | 353 |
|
|
2020
Q1 | $234K | Buy |
1,107
+3
| +0.3% | +$634 | 0.01% | 391 |
|
|
2019
Q4 | $262K | Buy |
+1,104
| New | +$262K | 0.01% | 450 |
|