CSIC
Clifford Swan Investment Counsel’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
904
+1
| +0.1% | +$502 | 0.02% | 228 |
|
|
2025
Q1 | $421K | Sell |
903
-52
| -5% | -$24.2K | 0.02% | 228 |
|
|
2024
Q4 | $452K | Sell |
955
-230
| -19% | -$109K | 0.02% | 224 |
|
|
2024
Q3 | $562K | Sell |
1,185
-25
| -2% | -$11.9K | 0.02% | 213 |
|
|
2024
Q2 | $509K | Sell |
1,210
-25
| -2% | -$10.5K | 0.02% | 213 |
|
|
2024
Q1 | $485K | Buy |
1,235
+71
| +6% | +$27.9K | 0.02% | 219 |
|
|
2023
Q4 | $455K | Buy |
1,164
+85
| +8% | +$33.2K | 0.02% | 223 |
|
|
2023
Q3 | $341K | Buy |
1,079
+1
| +0.1% | +$316 | 0.01% | 246 |
|
|
2023
Q2 | $375K | Buy |
1,078
+345
| +47% | +$120K | 0.02% | 244 |
|
|
2023
Q1 | $224K | Hold |
733
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $204K | Buy |
+733
| New | +$204K | 0.01% | 298 |
|
|
2022
Q2 | – | Sell |
-674
| Closed | -$227K | – | 319 |
|
|
2022
Q1 | $227K | Hold |
674
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $263K | Hold |
674
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $266K | Hold |
674
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $258K | Hold |
674
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $201K | Buy |
+674
| New | +$201K | 0.01% | 316 |
|
|
2020
Q4 | – | Sell |
-695
| Closed | -$201K | – | 322 |
|
|
2020
Q3 | $201K | Buy |
+695
| New | +$201K | 0.01% | 301 |
|
|
2019
Q4 | – | Sell |
-1,470
| Closed | -$301K | – | 324 |
|
|
2019
Q3 | $301K | Hold |
1,470
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $287K | Sell |
1,470
-160
| -10% | -$31.2K | 0.02% | 263 |
|
|
2019
Q1 | $295K | Sell |
1,630
-2,465
| -60% | -$446K | 0.02% | 255 |
|
|
2018
Q4 | $573K | Hold |
4,095
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $685K | Hold |
4,095
| – | – | 0.04% | 182 |
|
|
2018
Q2 | $698K | Hold |
4,095
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $661K | Hold |
4,095
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $604K | Hold |
4,095
| – | – | 0.03% | 200 |
|
|
2017
Q3 | $570K | Buy |
4,095
+105
| +3% | +$14.6K | 0.03% | 199 |
|
|
2017
Q2 | $486K | Hold |
3,990
| – | – | 0.03% | 215 |
|
|
2017
Q1 | $447K | Hold |
3,990
| – | – | 0.03% | 209 |
|
|
2016
Q4 | $376K | Buy |
3,990
+96
| +2% | +$9.05K | 0.03% | 215 |
|
|
2016
Q3 | $422K | Buy |
3,894
+45
| +1% | +$4.88K | 0.03% | 208 |
|
|
2016
Q2 | $361K | Hold |
3,849
| – | – | 0.03% | 204 |
|
|
2016
Q1 | $372K | Hold |
3,849
| – | – | 0.03% | 208 |
|
|
2015
Q4 | $386K | Hold |
3,849
| – | – | 0.03% | 213 |
|
|
2015
Q3 | $378K | Hold |
3,849
| – | – | 0.03% | 207 |
|
|
2015
Q2 | $416K | Hold |
3,849
| – | – | 0.03% | 197 |
|
|
2015
Q1 | $400K | Hold |
3,849
| – | – | 0.03% | 200 |
|
|
2014
Q4 | $369K | Hold |
3,849
| – | – | 0.02% | 200 |
|
|
2014
Q3 | $364K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2014
Q2 | $337K | Hold |
3,849
| – | – | 0.02% | 209 |
|
|
2014
Q1 | $305K | Hold |
3,849
| – | – | 0.02% | 216 |
|
|
2013
Q4 | $302K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2013
Q3 | $271K | Hold |
3,849
| – | – | 0.02% | 199 |
|
|
2013
Q2 | $235K | Buy |
+3,849
| New | +$235K | 0.02% | 205 |
|