Creative Planning’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $8.76M | Buy |
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|
2024
Q1 | $7.48M | Buy |
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|
2023
Q4 | $6.85M | Buy |
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|
2023
Q3 | $5.21M | Buy |
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|
2023
Q2 | $5.33M | Buy |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $4.11M | Sell |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.66M | Sell |
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|
2021
Q1 | $3.38M | Buy |
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|
2020
Q4 | $3.13M | Buy |
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|
2020
Q3 | $2.74M | Buy |
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|
2020
Q2 | $2.5M | Sell |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $2.4M | Buy |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.73M | Buy |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.52M | Buy |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $952K | Buy |
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|
2017
Q1 | $862K | Buy |
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|
2016
Q4 | $717K | Buy |
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|
2016
Q3 | $820K | Buy |
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|
2016
Q2 | $701K | Sell |
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|
2016
Q1 | $730K | Sell |
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|
2015
Q4 | $759K | Buy |
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|
2015
Q3 | $676K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $747K | Buy |
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|
2014
Q4 | $661K | Buy |
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|
2014
Q3 | $570K | Sell |
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|
2014
Q2 | $541K | Buy |
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|
2014
Q1 | $445K | Hold |
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|
2013
Q4 | $440K | Buy |
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|
2013
Q3 | $345K | Buy |
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|
2013
Q2 | $262K | Buy |
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