Cornerstone Planning Group’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 | $918K | Buy |
1,779
+10
| +0.6% | +$5.16K | 0.19% | 37 |
|
|
2025
Q1 | $762K | Buy |
1,769
+14
| +0.8% | +$6.03K | 0.18% | 35 |
|
|
2024
Q4 | $871K | Buy |
1,755
+4
| +0.2% | +$1.99K | 0.21% | 32 |
|
|
2024
Q3 | $806K | Buy |
1,751
+3
| +0.2% | +$1.38K | 0.21% | 31 |
|
|
2024
Q2 | $769K | Buy |
1,748
+6
| +0.3% | +$2.64K | 0.22% | 33 |
|
|
2024
Q1 | $663K | Sell |
1,742
-125
| -7% | -$47.6K | 0.21% | 32 |
|
|
2023
Q4 | $729K | Sell |
1,867
-595
| -24% | -$232K | 0.24% | 30 |
|
|
2023
Q3 | $778K | Hold |
2,462
| – | – | 0.3% | 35 |
|
|
2023
Q2 | $856K | Buy |
+2,462
| New | +$856K | 0.34% | 32 |
|
|
2022
Q4 | $767K | Buy |
+2,449
| New | +$767K | 0.32% | 44 |
|