Claret Asset Management’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 | $291K | Sell |
581
-43
| -7% | -$21.5K | 0.04% | 140 |
|
|
2025
Q1 | $291K | Buy |
624
+17
| +3% | +$7.93K | 0.04% | 151 |
|
|
2024
Q4 | $287K | Buy |
607
+4
| +0.7% | +$1.89K | 0.05% | 141 |
|
|
2024
Q3 | $286K | Buy |
603
+2
| +0.3% | +$949 | 0.05% | 124 |
|
|
2024
Q2 | $253K | Buy |
601
+79
| +15% | +$33.3K | 0.05% | 129 |
|
|
2024
Q1 | $205K | Sell |
522
-32
| -6% | -$12.6K | 0.03% | 189 |
|
|
2023
Q4 | $216K | Buy |
+554
| New | +$216K | 0.04% | 152 |
|
|
2022
Q1 | – | Sell |
-525
| Closed | -$205K | – | 166 |
|
|
2021
Q4 | $205K | Buy |
+525
| New | +$205K | 0.04% | 161 |
|