Close Asset Management’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
Q3
$343K Sell
2025
Q2
$376K Hold
2025
Q1
$349K Sell
2024
Q4
$367K Hold
2024
Q3
$368K Hold
2024
Q2
$326K Buy
2024
Q1
$132K Buy
2023
Q4
$68K Sell
2023
Q3
$79K Hold
2023
Q2
$87K Sell
2023
Q1
$168K Buy
2022
Q4
$139K Hold
2022
Q3
$122K Sell
2022
Q2
$57.3M Sell
2022
Q1
$148M Hold
2021
Q4
$148M Buy