Chicago 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 | $887K | Buy |
+1,768
| New | +$887K | 0.12% | 150 |
|
|
2022
Q2 | – | Sell |
-1,686
| Closed | -$569K | – | 317 |
|
|
2022
Q1 | $569K | Buy |
1,686
+286
| +20% | +$96.5K | 0.12% | 171 |
|
|
2021
Q4 | $547K | Hold |
1,400
| – | – | 0.11% | 192 |
|
|
2021
Q3 | $497K | Hold |
1,400
| – | – | 0.11% | 196 |
|
|
2021
Q2 | $507K | Buy |
+1,400
| New | +$507K | 0.12% | 180 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$224 | – | 162 |
|
|
2017
Q1 | $224 | Buy |
+2,000
| New | +$224 | 0.1% | 139 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$217K | – | 161 |
|
|
2016
Q3 | $217K | Buy |
+2,000
| New | +$217K | 0.09% | 138 |
|