Charles Schwab’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 | $527M | Buy |
1,050,181
+22,352
| +2% | +$11.2M | 0.09% | 190 |
|
|
2025
Q1 | $479M | Buy |
1,027,829
+33,445
| +3% | +$15.6M | 0.09% | 191 |
|
|
2024
Q4 | $471M | Buy |
994,384
+31,780
| +3% | +$15M | 0.09% | 193 |
|
|
2024
Q3 | $457M | Buy |
962,604
+10,008
| +1% | +$4.75M | 0.09% | 195 |
|
|
2024
Q2 | $401M | Buy |
952,596
+30,097
| +3% | +$12.7M | 0.08% | 219 |
|
|
2024
Q1 | $363M | Buy |
922,499
+24,382
| +3% | +$9.58M | 0.08% | 213 |
|
|
2023
Q4 | $351M | Buy |
898,117
+24,335
| +3% | +$9.5M | 0.09% | 196 |
|
|
2023
Q3 | $276M | Buy |
873,782
+9,420
| +1% | +$2.98M | 0.08% | 218 |
|
|
2023
Q2 | $301M | Buy |
864,362
+8,222
| +1% | +$2.86M | 0.09% | 201 |
|
|
2023
Q1 | $262M | Buy |
856,140
+13,034
| +2% | +$3.99M | 0.08% | 213 |
|
|
2022
Q4 | $235M | Sell |
843,106
-12,876
| -2% | -$3.59M | 0.08% | 237 |
|
|
2022
Q3 | $208M | Sell |
855,982
-1,014
| -0.1% | -$247K | 0.07% | 240 |
|
|
2022
Q2 | $233M | Buy |
856,996
+9,528
| +1% | +$2.59M | 0.08% | 239 |
|
|
2022
Q1 | $286M | Buy |
847,468
+53,224
| +7% | +$18M | 0.09% | 213 |
|
|
2021
Q4 | $310M | Buy |
794,244
+18,190
| +2% | +$7.1M | 0.09% | 192 |
|
|
2021
Q3 | $276M | Buy |
776,054
+18,135
| +2% | +$6.44M | 0.09% | 194 |
|
|
2021
Q2 | $275M | Buy |
757,919
+16,256
| +2% | +$5.89M | 0.09% | 197 |
|
|
2021
Q1 | $221M | Buy |
741,663
+8,499
| +1% | +$2.54M | 0.08% | 218 |
|
|
2020
Q4 | $213M | Buy |
733,164
+1,059
| +0.1% | +$307K | 0.08% | 217 |
|
|
2020
Q3 | $212M | Buy |
732,105
+14,543
| +2% | +$4.22M | 0.1% | 187 |
|
|
2020
Q2 | $197M | Sell |
717,562
-322
| -0% | -$88.5K | 0.1% | 193 |
|
|
2020
Q1 | $152M | Buy |
717,884
+4,938
| +0.7% | +$1.04M | 0.09% | 222 |
|
|
2019
Q4 | $169M | Buy |
712,946
+9,579
| +1% | +$2.27M | 0.09% | 212 |
|
|
2019
Q3 | $144M | Buy |
703,367
+9,205
| +1% | +$1.89M | 0.09% | 222 |
|
|
2019
Q2 | $136M | Buy |
694,162
+10,174
| +1% | +$1.99M | 0.08% | 234 |
|
|
2019
Q1 | $124M | Buy |
683,988
+23,594
| +4% | +$4.27M | 0.08% | 239 |
|
|
2018
Q4 | $92.5M | Buy |
660,394
+14,824
| +2% | +$2.08M | 0.07% | 255 |
|
|
2018
Q3 | $108M | Buy |
645,570
+16,600
| +3% | +$2.78M | 0.07% | 246 |
|
|
2018
Q2 | $107M | Buy |
628,970
+25,537
| +4% | +$4.36M | 0.08% | 238 |
|
|
2018
Q1 | $97.3M | Buy |
603,433
+21,952
| +4% | +$3.54M | 0.08% | 255 |
|
|
2017
Q4 | $85.8M | Buy |
581,481
+11,180
| +2% | +$1.65M | 0.07% | 275 |
|
|
2017
Q3 | $79.4M | Buy |
570,301
+26,822
| +5% | +$3.73M | 0.07% | 278 |
|
|
2017
Q2 | $66.1M | Buy |
543,479
+19,672
| +4% | +$2.39M | 0.06% | 300 |
|
|
2017
Q1 | $58.7M | Buy |
523,807
+31,365
| +6% | +$3.51M | 0.06% | 320 |
|
|
2016
Q4 | $46.4M | Buy |
492,442
+21,475
| +5% | +$2.02M | 0.05% | 355 |
|
|
2016
Q3 | $51M | Buy |
470,967
+8,589
| +2% | +$930K | 0.06% | 323 |
|
|
2016
Q2 | $43.3M | Buy |
462,378
+6,567
| +1% | +$615K | 0.05% | 345 |
|
|
2016
Q1 | $44M | Buy |
455,811
+5,901
| +1% | +$570K | 0.06% | 321 |
|
|
2015
Q4 | $45.1M | Buy |
449,910
+11,139
| +3% | +$1.12M | 0.06% | 305 |
|
|
2015
Q3 | $43.1M | Sell |
438,771
-4,317
| -1% | -$424K | 0.06% | 286 |
|
|
2015
Q2 | $47.8M | Buy |
443,088
+6,787
| +2% | +$733K | 0.07% | 282 |
|
|
2015
Q1 | $45.3M | Buy |
436,301
+74
| +0% | +$7.68K | 0.06% | 302 |
|
|
2014
Q4 | $41.8M | Buy |
436,227
+10,382
| +2% | +$995K | 0.06% | 298 |
|
|
2014
Q3 | $40.2M | Buy |
425,845
+10,106
| +2% | +$955K | 0.07% | 277 |
|
|
2014
Q2 | $36.4M | Sell |
415,739
-12,052
| -3% | -$1.06M | 0.06% | 297 |
|
|
2014
Q1 | $33.9M | Buy |
427,791
+6,705
| +2% | +$532K | 0.06% | 305 |
|
|
2013
Q4 | $33M | Buy |
421,086
+17,234
| +4% | +$1.35M | 0.06% | 295 |
|
|
2013
Q3 | $28.8M | Buy |
403,852
+4,748
| +1% | +$338K | 0.06% | 314 |
|
|
2013
Q2 | $24.5M | Buy |
+399,104
| New | +$24.5M | 0.05% | 335 |
|