Chicago Partners Investment Group’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 | $3.05M | Sell |
6,004
-320
| -5% | -$163K | 0.09% | 197 |
|
|
2025
Q1 | $2.96M | Sell |
6,324
-1,109
| -15% | -$519K | 0.1% | 185 |
|
|
2024
Q4 | $3.51M | Buy |
7,433
+234
| +3% | +$110K | 0.12% | 155 |
|
|
2024
Q3 | $3.38M | Sell |
7,199
-1,514
| -17% | -$710K | 0.12% | 146 |
|
|
2024
Q2 | $3.99M | Sell |
8,713
-1,016
| -10% | -$465K | 0.15% | 128 |
|
|
2024
Q1 | $3.72M | Buy |
9,729
+1,032
| +12% | +$394K | 0.16% | 125 |
|
|
2023
Q4 | $3.39M | Sell |
8,697
-1,304
| -13% | -$508K | 0.16% | 129 |
|
|
2023
Q3 | $3.09M | Buy |
10,001
+96
| +1% | +$29.7K | 0.17% | 125 |
|
|
2023
Q2 | $3.4M | Sell |
9,905
-298
| -3% | -$102K | 0.18% | 124 |
|
|
2023
Q1 | $3.09M | Buy |
10,203
+1,007
| +11% | +$305K | 0.18% | 118 |
|
|
2022
Q4 | $2.92M | Sell |
9,196
-116
| -1% | -$36.9K | 0.18% | 119 |
|
|
2022
Q3 | $2.46M | Sell |
9,312
-69
| -0.7% | -$18.2K | 0.18% | 121 |
|
|
2022
Q2 | $2.91M | Buy |
9,381
+107
| +1% | +$33.2K | 0.21% | 102 |
|
|
2022
Q1 | $2.6M | Buy |
9,274
+704
| +8% | +$198K | 0.2% | 102 |
|
|
2021
Q4 | $2.77M | Buy |
8,570
+1,081
| +14% | +$350K | 0.2% | 100 |
|
|
2021
Q3 | $2.89M | Buy |
7,489
+330
| +5% | +$127K | 0.2% | 104 |
|
|
2021
Q2 | $2.72M | Sell |
7,159
-675
| -9% | -$256K | 0.2% | 94 |
|
|
2021
Q1 | $2.55M | Buy |
7,834
+954
| +14% | +$310K | 0.21% | 92 |
|
|
2020
Q4 | $1.84M | Buy |
6,880
+2,296
| +50% | +$612K | 0.17% | 113 |
|
|
2020
Q3 | $1.23M | Buy |
4,584
+2,332
| +104% | +$628K | 0.15% | 118 |
|
|
2020
Q2 | $652K | Buy |
+2,252
| New | +$652K | 0.08% | 183 |
|
|
2018
Q4 | – | Sell |
-160
| Closed | -$23K | – | 664 |
|
|
2018
Q3 | $23K | Hold |
160
| – | – | ﹤0.01% | 660 |
|
|
2018
Q2 | $27K | Hold |
160
| – | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $26K | Hold |
160
| – | – | ﹤0.01% | 570 |
|
|
2017
Q4 | $24K | Hold |
160
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $22K | Buy |
+160
| New | +$22K | ﹤0.01% | 609 |
|