Cornerstone Advisory’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 | $585K | Sell |
1,166
-3
| -0.3% | -$1.51K | 0.06% | 139 |
|
|
2025
Q1 | $541K | Buy |
1,169
+26
| +2% | +$12K | 0.06% | 135 |
|
|
2024
Q4 | $598K | Buy |
1,143
+25
| +2% | +$13.1K | 0.07% | 131 |
|
|
2024
Q3 | $531K | Buy |
1,118
+4
| +0.4% | +$1.9K | 0.07% | 126 |
|
|
2024
Q2 | $469K | Buy |
1,114
+4
| +0.4% | +$1.68K | 0.07% | 131 |
|
|
2024
Q1 | $436K | Buy |
1,110
+11
| +1% | +$4.32K | 0.06% | 148 |
|
|
2023
Q4 | $429K | Buy |
1,099
+25
| +2% | +$9.76K | 0.07% | 150 |
|
|
2023
Q3 | $340K | Buy |
1,074
+18
| +2% | +$5.69K | 0.06% | 158 |
|
|
2023
Q2 | $367K | Buy |
1,056
+4
| +0.4% | +$1.39K | 0.06% | 152 |
|
|
2023
Q1 | $322K | Buy |
1,052
+17
| +2% | +$5.2K | 0.06% | 166 |
|
|
2022
Q4 | $288K | Buy |
1,035
+2
| +0.2% | +$557 | 0.06% | 165 |
|
|
2022
Q3 | $251K | Hold |
1,033
| – | – | 0.06% | 175 |
|
|
2022
Q2 | $281K | Hold |
1,033
| – | – | 0.06% | 158 |
|
|
2022
Q1 | $349K | Sell |
1,033
-200
| -16% | -$67.6K | 0.05% | 178 |
|
|
2021
Q4 | $482K | Buy |
1,233
+100
| +9% | +$39.1K | 0.07% | 175 |
|
|
2021
Q3 | $402K | Hold |
1,133
| – | – | 0.07% | 174 |
|
|
2021
Q2 | $411K | Buy |
1,133
+100
| +10% | +$36.3K | 0.07% | 166 |
|
|
2021
Q1 | $308K | Hold |
1,033
| – | – | 0.06% | 175 |
|
|
2020
Q4 | $300K | Hold |
1,033
| – | – | 0.06% | 172 |
|
|
2020
Q3 | $299K | Hold |
1,033
| – | – | 0.07% | 152 |
|
|
2020
Q2 | $284K | Hold |
1,033
| – | – | 0.07% | 144 |
|
|
2020
Q1 | $218K | Hold |
1,033
| – | – | 0.07% | 141 |
|
|
2019
Q4 | $245K | Hold |
1,033
| – | – | 0.05% | 151 |
|
|
2019
Q3 | $212K | Hold |
1,033
| – | – | 0.05% | 149 |
|
|
2019
Q2 | $202K | Buy |
+1,033
| New | +$202K | 0.04% | 155 |
|