CA
Cornerstone Advisors’s Moody's MCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.9M | Buy |
27,800
+17,700
| +175% | +$8.88M | 0.48% | 54 |
|
2025
Q1 | $4.7M | Hold |
10,100
| – | – | 0.2% | 119 |
|
2024
Q4 | $4.78M | Hold |
10,100
| – | – | 0.19% | 114 |
|
2024
Q3 | $4.79M | Hold |
10,100
| – | – | 0.19% | 123 |
|
2024
Q2 | $4.25M | Sell |
10,100
-1,700
| -14% | -$716K | 0.17% | 127 |
|
2024
Q1 | $4.64M | Hold |
11,800
| – | – | 0.19% | 128 |
|
2023
Q4 | $4.61M | Sell |
11,800
-2,400
| -17% | -$937K | 0.2% | 123 |
|
2023
Q3 | $4.49M | Sell |
14,200
-2,600
| -15% | -$822K | 0.21% | 123 |
|
2023
Q2 | $5.84M | Sell |
16,800
-4,200
| -20% | -$1.46M | 0.28% | 98 |
|
2023
Q1 | $6.43M | Hold |
21,000
| – | – | 0.3% | 80 |
|
2022
Q4 | $5.85M | Hold |
21,000
| – | – | 0.29% | 92 |
|
2022
Q3 | $5.11M | Buy |
21,000
+2,000
| +11% | +$486K | 0.25% | 95 |
|
2022
Q2 | $5.17M | Buy |
19,000
+7,000
| +58% | +$1.9M | 0.27% | 95 |
|
2022
Q1 | $4.05M | Hold |
12,000
| – | – | 0.24% | 105 |
|
2021
Q4 | $4.69M | Hold |
12,000
| – | – | 0.25% | 100 |
|
2021
Q3 | $4.26M | Hold |
12,000
| – | – | 0.25% | 106 |
|
2021
Q2 | $4.35M | Buy |
+12,000
| New | +$4.35M | 0.26% | 107 |
|
2021
Q1 | – | Sell |
-14,000
| Closed | -$4.06M | – | 199 |
|
2020
Q4 | $4.06M | Hold |
14,000
| – | – | 0.36% | 71 |
|
2020
Q3 | $4.06M | Hold |
14,000
| – | – | 0.36% | 71 |
|
2020
Q2 | $3.85M | Hold |
14,000
| – | – | 0.36% | 71 |
|
2020
Q1 | $2.96M | Buy |
+14,000
| New | +$2.96M | 0.33% | 76 |
|
2018
Q4 | – | Sell |
-15,000
| Closed | -$2.51M | – | 241 |
|
2018
Q3 | $2.51M | Buy |
15,000
+3,000
| +25% | +$502K | 0.18% | 139 |
|
2018
Q2 | $2.05M | Hold |
12,000
| – | – | 0.25% | 113 |
|
2018
Q1 | $1.94M | Buy |
12,000
+2,000
| +20% | +$323K | 0.23% | 127 |
|
2017
Q4 | $1.48M | Hold |
10,000
| – | – | 0.17% | 155 |
|
2017
Q3 | $1.39M | Buy |
10,000
+6,000
| +150% | +$835K | 0.16% | 169 |
|
2017
Q2 | $487K | Buy |
+4,000
| New | +$487K | 0.09% | 195 |
|
2016
Q3 | – | Sell |
-5,000
| Closed | -$469K | – | 228 |
|
2016
Q2 | $469K | Hold |
5,000
| – | – | 0.12% | 162 |
|
2016
Q1 | $483K | Hold |
5,000
| – | – | 0.12% | 160 |
|
2015
Q4 | $502K | Hold |
5,000
| – | – | 0.12% | 162 |
|
2015
Q3 | $491K | Buy |
+5,000
| New | +$491K | 0.12% | 170 |
|