Clifford Swan Investment Counsel’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $573K | Hold |
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|
2018
Q3 | $685K | Hold |
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|
2018
Q2 | $698K | Hold |
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|
2018
Q1 | $661K | Hold |
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|
2017
Q4 | $604K | Hold |
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|
2017
Q3 | $570K | Buy |
|
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $447K | Hold |
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|
2016
Q4 | $376K | Buy |
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|
2016
Q3 | $422K | Buy |
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|
2016
Q2 | $361K | Hold |
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|
2016
Q1 | $372K | Hold |
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|
2015
Q4 | $386K | Hold |
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|
2015
Q3 | $378K | Hold |
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|
2015
Q2 | $416K | Hold |
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|
2015
Q1 | $400K | Hold |
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|
2014
Q4 | $369K | Hold |
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|
2014
Q3 | $364K | Hold |
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|
2014
Q2 | $337K | Hold |
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|
2014
Q1 | $305K | Hold |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $271K | Hold |
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|
2013
Q2 | $235K | Buy |
|