Cobblestone Capital Advisors’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 | $29.6M | Buy |
58,936
+429
| +0.7% | +$215K | 1.51% | 18 |
|
|
2025
Q1 | $27.2M | Buy |
58,507
+212
| +0.4% | +$98.7K | 1.49% | 19 |
|
|
2024
Q4 | $27.6M | Buy |
58,295
+71
| +0.1% | +$33.6K | 1.5% | 20 |
|
|
2024
Q3 | $27.6M | Buy |
58,224
+705
| +1% | +$335K | 1.55% | 19 |
|
|
2024
Q2 | $24.2M | Sell |
57,519
-471
| -0.8% | -$198K | 1.49% | 19 |
|
|
2024
Q1 | $22.8M | Sell |
57,990
-574
| -1% | -$226K | 1.44% | 19 |
|
|
2023
Q4 | $22.9M | Sell |
58,564
-398
| -0.7% | -$155K | 1.5% | 18 |
|
|
2023
Q3 | $18.6M | Sell |
58,962
-456
| -0.8% | -$144K | 1.38% | 19 |
|
|
2023
Q2 | $20.7M | Buy |
59,418
+71
| +0.1% | +$24.7K | 1.46% | 20 |
|
|
2023
Q1 | $18.2M | Sell |
59,347
-915
| -2% | -$280K | 1.35% | 23 |
|
|
2022
Q4 | $16.8M | Sell |
60,262
-838
| -1% | -$233K | 1.28% | 24 |
|
|
2022
Q3 | $14.9M | Sell |
61,100
-583
| -0.9% | -$142K | 1.24% | 24 |
|
|
2022
Q2 | $16.8M | Buy |
61,683
+237
| +0.4% | +$64.5K | 1.28% | 23 |
|
|
2022
Q1 | $20.7M | Sell |
61,446
-38
| -0.1% | -$12.8K | 1.41% | 19 |
|
|
2021
Q4 | $24M | Buy |
61,484
+1,125
| +2% | +$439K | 1.54% | 17 |
|
|
2021
Q3 | $21.4M | Sell |
60,359
-249
| -0.4% | -$88.4K | 1.46% | 20 |
|
|
2021
Q2 | $22M | Buy |
60,608
+773
| +1% | +$280K | 1.49% | 19 |
|
|
2021
Q1 | $17.9M | Sell |
59,835
-320
| -0.5% | -$95.6K | 1.3% | 24 |
|
|
2020
Q4 | $17.5M | Sell |
60,155
-1,101
| -2% | -$320K | 1.34% | 22 |
|
|
2020
Q3 | $17.8M | Sell |
61,256
-1,390
| -2% | -$403K | 1.53% | 16 |
|
|
2020
Q2 | $17.2M | Buy |
62,646
+2,327
| +4% | +$639K | 1.56% | 15 |
|
|
2020
Q1 | $12.8M | Buy |
60,319
+2,640
| +5% | +$558K | 1.38% | 25 |
|
|
2019
Q4 | $13.7M | Sell |
57,679
-639
| -1% | -$152K | 1.24% | 25 |
|
|
2019
Q3 | $11.9M | Sell |
58,318
-480
| -0.8% | -$98.3K | 1.19% | 26 |
|
|
2019
Q2 | $11.5M | Sell |
58,798
-810
| -1% | -$158K | 1.04% | 28 |
|
|
2019
Q1 | $10.8M | Buy |
59,608
+661
| +1% | +$120K | 1.01% | 29 |
|
|
2018
Q4 | $8.26M | Buy |
58,947
+97
| +0.2% | +$13.6K | 0.85% | 35 |
|
|
2018
Q3 | $9.84M | Buy |
58,850
+120
| +0.2% | +$20.1K | 0.93% | 33 |
|
|
2018
Q2 | $10M | Buy |
58,730
+73
| +0.1% | +$12.5K | 0.99% | 29 |
|
|
2018
Q1 | $9.46M | Sell |
58,657
-272
| -0.5% | -$43.9K | 0.96% | 30 |
|
|
2017
Q4 | $8.7M | Sell |
58,929
-122
| -0.2% | -$18K | 0.86% | 33 |
|
|
2017
Q3 | $8.22M | Buy |
59,051
+216
| +0.4% | +$30.1K | 1.01% | 30 |
|
|
2017
Q2 | $7.16M | Sell |
58,835
-430
| -0.7% | -$52.3K | 0.93% | 31 |
|
|
2017
Q1 | $6.64M | Buy |
59,265
+670
| +1% | +$75.1K | 0.88% | 34 |
|
|
2016
Q4 | $5.52M | Buy |
58,595
+926
| +2% | +$87.3K | 0.76% | 39 |
|
|
2016
Q3 | $6.24M | Buy |
57,669
+709
| +1% | +$76.8K | 0.88% | 30 |
|
|
2016
Q2 | $5.34M | Buy |
56,960
+1,926
| +3% | +$180K | 0.76% | 42 |
|
|
2016
Q1 | $5.31M | Buy |
55,034
+23,115
| +72% | +$2.23M | 0.78% | 37 |
|
|
2015
Q4 | $3.2M | Buy |
31,919
+754
| +2% | +$75.7K | 0.48% | 54 |
|
|
2015
Q3 | $3.06M | Buy |
+31,165
| New | +$3.06M | 0.49% | 51 |
|