Chevy Chase Trust’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 | $43.9M | Buy |
87,531
+461
| +0.5% | +$231K | 0.13% | 149 |
|
|
2025
Q1 | $40.5M | Sell |
87,070
-1,333
| -2% | -$621K | 0.13% | 154 |
|
|
2024
Q4 | $41.8M | Sell |
88,403
-3,016
| -3% | -$1.43M | 0.13% | 144 |
|
|
2024
Q3 | $43.4M | Buy |
91,419
+993
| +1% | +$471K | 0.13% | 142 |
|
|
2024
Q2 | $38.1M | Sell |
90,426
-3,659
| -4% | -$1.54M | 0.12% | 151 |
|
|
2024
Q1 | $37M | Sell |
94,085
-717
| -0.8% | -$282K | 0.12% | 161 |
|
|
2023
Q4 | $37M | Sell |
94,802
-1,815
| -2% | -$709K | 0.13% | 144 |
|
|
2023
Q3 | $30.5M | Sell |
96,617
-2,079
| -2% | -$657K | 0.12% | 156 |
|
|
2023
Q2 | $34.3M | Sell |
98,696
-789
| -0.8% | -$274K | 0.13% | 150 |
|
|
2023
Q1 | $30.4M | Buy |
99,485
+937
| +1% | +$287K | 0.12% | 156 |
|
|
2022
Q4 | $27.5M | Sell |
98,548
-6,231
| -6% | -$1.74M | 0.12% | 175 |
|
|
2022
Q3 | $25.5M | Sell |
104,779
-402
| -0.4% | -$97.7K | 0.11% | 177 |
|
|
2022
Q2 | $28.6M | Sell |
105,181
-53,638
| -34% | -$14.6M | 0.12% | 172 |
|
|
2022
Q1 | $53.6M | Sell |
158,819
-122
| -0.1% | -$41.2K | 0.18% | 115 |
|
|
2021
Q4 | $62.1M | Buy |
158,941
+4,370
| +3% | +$1.71M | 0.2% | 108 |
|
|
2021
Q3 | $54.9M | Sell |
154,571
-4,075
| -3% | -$1.45M | 0.19% | 117 |
|
|
2021
Q2 | $57.5M | Sell |
158,646
-6,121
| -4% | -$2.22M | 0.2% | 115 |
|
|
2021
Q1 | $49.2M | Sell |
164,767
-58,999
| -26% | -$17.6M | 0.18% | 134 |
|
|
2020
Q4 | $64.9M | Sell |
223,766
-33,988
| -13% | -$9.86M | 0.23% | 99 |
|
|
2020
Q3 | $74.7M | Buy |
257,754
+117,476
| +84% | +$34.1M | 0.3% | 81 |
|
|
2020
Q2 | $38.5M | Sell |
140,278
-8,342
| -6% | -$2.29M | 0.16% | 146 |
|
|
2020
Q1 | $31.4M | Buy |
148,620
+2,257
| +2% | +$477K | 0.15% | 152 |
|
|
2019
Q4 | $34.7M | Sell |
146,363
-625
| -0.4% | -$148K | 0.13% | 171 |
|
|
2019
Q3 | $30.1M | Sell |
146,988
-1,817
| -1% | -$372K | 0.12% | 181 |
|
|
2019
Q2 | $29.1M | Sell |
148,805
-901
| -0.6% | -$176K | 0.12% | 189 |
|
|
2019
Q1 | $29.4M | Buy |
149,706
+1,330
| +0.9% | +$261K | 0.12% | 180 |
|
|
2018
Q4 | $20.8M | Sell |
148,376
-59
| -0% | -$8.26K | 0.1% | 203 |
|
|
2018
Q3 | $24.8M | Sell |
148,435
-3,419
| -2% | -$572K | 0.1% | 211 |
|
|
2018
Q2 | $25.9M | Sell |
151,854
-115
| -0.1% | -$19.6K | 0.11% | 208 |
|
|
2018
Q1 | $24.5M | Sell |
151,969
-3,393
| -2% | -$547K | 0.11% | 211 |
|
|
2017
Q4 | $22.9M | Sell |
155,362
-904
| -0.6% | -$133K | 0.1% | 228 |
|
|
2017
Q3 | $21.8M | Buy |
156,266
+1,549
| +1% | +$216K | 0.1% | 236 |
|
|
2017
Q2 | $18.8M | Buy |
154,717
+332
| +0.2% | +$40.4K | 0.09% | 255 |
|
|
2017
Q1 | $17.3M | Buy |
154,385
+4,097
| +3% | +$459K | 0.08% | 266 |
|
|
2016
Q4 | $14.2M | Sell |
150,288
-612
| -0.4% | -$57.7K | 0.08% | 285 |
|
|
2016
Q3 | $16.3M | Sell |
150,900
-4,796
| -3% | -$519K | 0.09% | 257 |
|
|
2016
Q2 | $14.6M | Buy |
155,696
+1,283
| +0.8% | +$120K | 0.08% | 279 |
|
|
2016
Q1 | $14.9M | Buy |
154,413
+1,292
| +0.8% | +$125K | 0.09% | 271 |
|
|
2015
Q4 | $15.4M | Sell |
153,121
-1,091
| -0.7% | -$109K | 0.09% | 256 |
|
|
2015
Q3 | $15.1M | Buy |
154,212
+2,150
| +1% | +$211K | 0.09% | 247 |
|
|
2015
Q2 | $16.4M | Buy |
152,062
+1,780
| +1% | +$192K | 0.1% | 234 |
|
|
2015
Q1 | $15.6M | Buy |
150,282
+589
| +0.4% | +$61.1K | 0.09% | 253 |
|
|
2014
Q4 | $14.3M | Sell |
149,693
-2,750
| -2% | -$263K | 0.09% | 260 |
|
|
2014
Q3 | $14.4M | Buy |
152,443
+7,208
| +5% | +$681K | 0.09% | 240 |
|
|
2014
Q2 | $12.7M | Sell |
145,235
-2,612
| -2% | -$229K | 0.09% | 262 |
|
|
2014
Q1 | $11.7M | Sell |
147,847
-1,102
| -0.7% | -$87.4K | 0.08% | 275 |
|
|
2013
Q4 | $11.7M | Sell |
148,949
-1,513
| -1% | -$119K | 0.09% | 270 |
|
|
2013
Q3 | $10.6M | Buy |
150,462
+3,236
| +2% | +$228K | 0.09% | 275 |
|
|
2013
Q2 | $8.97M | Buy |
+147,226
| New | +$8.97M | 0.08% | 295 |
|