CIA
Choate Investment Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
1,990
-6
| -0.3% | -$3.01K | 0.02% | 200 |
|
|
2025
Q1 | $930K | Buy |
1,996
+5
| +0.3% | +$2.33K | 0.02% | 198 |
|
|
2024
Q4 | $942K | Buy |
1,991
+94
| +5% | +$44.5K | 0.02% | 202 |
|
|
2024
Q3 | $900K | Buy |
1,897
+70
| +4% | +$33.2K | 0.02% | 205 |
|
|
2024
Q2 | $769K | Sell |
1,827
-1
| -0.1% | -$421 | 0.02% | 211 |
|
|
2024
Q1 | $718K | Sell |
1,828
-28
| -2% | -$11K | 0.02% | 234 |
|
|
2023
Q4 | $725K | Buy |
1,856
+8
| +0.4% | +$3.12K | 0.02% | 217 |
|
|
2023
Q3 | $584K | Buy |
1,848
+210
| +13% | +$66.4K | 0.02% | 229 |
|
|
2023
Q2 | $570K | Buy |
1,638
+10
| +0.6% | +$3.48K | 0.02% | 193 |
|
|
2023
Q1 | $498K | Sell |
1,628
-35
| -2% | -$10.7K | 0.02% | 183 |
|
|
2022
Q4 | $463K | Hold |
1,663
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $404K | Buy |
1,663
+200
| +14% | +$48.6K | 0.03% | 176 |
|
|
2022
Q2 | $398K | Hold |
1,463
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $494K | Hold |
1,463
| – | – | 0.03% | 199 |
|
|
2021
Q4 | $571K | Buy |
1,463
+24
| +2% | +$9.37K | 0.03% | 172 |
|
|
2021
Q3 | $511K | Sell |
1,439
-20
| -1% | -$7.1K | 0.03% | 178 |
|
|
2021
Q2 | $529K | Hold |
1,459
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $436K | Buy |
1,459
+401
| +38% | +$120K | 0.03% | 187 |
|
|
2020
Q4 | $307K | Sell |
1,058
-405
| -28% | -$118K | 0.02% | 207 |
|
|
2020
Q3 | $424K | Sell |
1,463
-210
| -13% | -$60.9K | 0.03% | 172 |
|
|
2020
Q2 | $460K | Buy |
1,673
+615
| +58% | +$169K | 0.03% | 158 |
|
|
2020
Q1 | $224K | Hold |
1,058
| – | – | 0.02% | 223 |
|
|
2019
Q4 | $251K | Hold |
1,058
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $217K | Hold |
1,058
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $207K | Buy |
+1,058
| New | +$207K | 0.01% | 221 |
|
|
2019
Q1 | – | Sell |
-4,723
| Closed | -$661K | – | 238 |
|
|
2018
Q4 | $661K | Hold |
4,723
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $790K | Sell |
4,723
-600
| -11% | -$100K | 0.04% | 111 |
|
|
2018
Q2 | $908K | Sell |
5,323
-310
| -6% | -$52.9K | 0.05% | 123 |
|
|
2018
Q1 | $909K | Hold |
5,633
| – | – | 0.05% | 124 |
|
|
2017
Q4 | $831K | Sell |
5,633
-755
| -12% | -$111K | 0.04% | 136 |
|
|
2017
Q3 | $889K | Hold |
6,388
| – | – | 0.05% | 133 |
|
|
2017
Q2 | $777K | Hold |
6,388
| – | – | 0.04% | 138 |
|
|
2017
Q1 | $716K | Hold |
6,388
| – | – | 0.04% | 139 |
|
|
2016
Q4 | $602K | Hold |
6,388
| – | – | 0.04% | 145 |
|
|
2016
Q3 | $692K | Hold |
6,388
| – | – | 0.05% | 134 |
|
|
2016
Q2 | $599K | Hold |
6,388
| – | – | 0.04% | 135 |
|
|
2016
Q1 | $617K | Sell |
6,388
-5,868
| -48% | -$567K | 0.04% | 133 |
|
|
2015
Q4 | $1.17M | Buy |
12,256
+5,868
| +92% | +$562K | 0.09% | 110 |
|
|
2015
Q3 | $627K | Hold |
6,388
| – | – | 0.04% | 135 |
|
|
2015
Q2 | $690K | Hold |
6,388
| – | – | 0.04% | 132 |
|
|
2015
Q1 | $663K | Sell |
6,388
-5,868
| -48% | -$609K | 0.04% | 148 |
|
|
2014
Q4 | $1.17M | Hold |
12,256
| – | – | 0.07% | 109 |
|
|
2014
Q3 | $1.16M | Hold |
12,256
| – | – | 0.07% | 108 |
|
|
2014
Q2 | $1.07M | Sell |
12,256
-85
| -0.7% | -$7.45K | 0.06% | 119 |
|
|
2014
Q1 | $979K | Sell |
12,341
-65
| -0.5% | -$5.16K | 0.06% | 126 |
|
|
2013
Q4 | $973K | Hold |
12,406
| – | – | 0.06% | 123 |
|
|
2013
Q3 | $873K | Hold |
12,406
| – | – | 0.06% | 126 |
|
|
2013
Q2 | $756K | Buy |
+12,406
| New | +$756K | 0.06% | 130 |
|