Coldstream Capital 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 | $1.9M | Buy |
3,791
+772
| +26% | +$387K | 0.03% | 291 |
|
|
2025
Q1 | $1.41M | Buy |
3,019
+66
| +2% | +$30.7K | 0.03% | 313 |
|
|
2024
Q4 | $1.4M | Buy |
2,953
+59
| +2% | +$27.9K | 0.03% | 313 |
|
|
2024
Q3 | $1.38M | Buy |
2,894
+324
| +13% | +$154K | 0.03% | 300 |
|
|
2024
Q2 | $1.08M | Buy |
2,570
+10
| +0.4% | +$4.21K | 0.03% | 310 |
|
|
2024
Q1 | $1.01M | Hold |
2,560
| – | – | 0.03% | 322 |
|
|
2023
Q4 | $1,000K | Buy |
2,560
+13
| +0.5% | +$5.08K | 0.03% | 295 |
|
|
2023
Q3 | $805K | Sell |
2,547
-32
| -1% | -$10.1K | 0.03% | 297 |
|
|
2023
Q2 | $897K | Buy |
2,579
+10
| +0.4% | +$3.48K | 0.03% | 287 |
|
|
2023
Q1 | $786K | Buy |
2,569
+123
| +5% | +$37.6K | 0.03% | 313 |
|
|
2022
Q4 | $681K | Buy |
+2,446
| New | +$681K | 0.02% | 341 |
|
|
2022
Q2 | $622K | Buy |
2,289
+495
| +28% | +$135K | 0.02% | 328 |
|
|
2022
Q1 | $605K | Sell |
1,794
-184
| -9% | -$62.1K | 0.02% | 318 |
|
|
2021
Q4 | $772K | Buy |
1,978
+1,020
| +106% | +$398K | 0.02% | 289 |
|
|
2021
Q3 | $278K | Sell |
958
-50
| -5% | -$14.5K | 0.01% | 323 |
|
|
2021
Q2 | $365K | Buy |
1,008
+100
| +11% | +$36.2K | 0.01% | 333 |
|
|
2021
Q1 | $271K | Sell |
908
-92
| -9% | -$27.5K | 0.02% | 339 |
|
|
2020
Q4 | $290K | Buy |
+1,000
| New | +$290K | 0.02% | 298 |
|