Creative Planning’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 | $13.9M | Sell |
27,678
-510
| -2% | -$256K | 0.01% | 424 |
|
|
2025
Q1 | $13.1M | Buy |
28,188
+4,164
| +17% | +$1.94M | 0.01% | 415 |
|
|
2024
Q4 | $11.4M | Buy |
24,024
+291
| +1% | +$138K | 0.01% | 408 |
|
|
2024
Q3 | $11.3M | Buy |
23,733
+2,933
| +14% | +$1.39M | 0.01% | 404 |
|
|
2024
Q2 | $8.76M | Buy |
20,800
+1,779
| +9% | +$749K | 0.01% | 446 |
|
|
2024
Q1 | $7.48M | Buy |
19,021
+1,490
| +8% | +$586K | 0.01% | 482 |
|
|
2023
Q4 | $6.85M | Buy |
17,531
+1,045
| +6% | +$408K | 0.01% | 485 |
|
|
2023
Q3 | $5.21M | Buy |
16,486
+1,164
| +8% | +$368K | 0.01% | 520 |
|
|
2023
Q2 | $5.33M | Buy |
15,322
+1,516
| +11% | +$527K | 0.01% | 506 |
|
|
2023
Q1 | $4.22M | Buy |
13,806
+704
| +5% | +$215K | 0.01% | 548 |
|
|
2022
Q4 | $3.65M | Buy |
13,102
+3,234
| +33% | +$901K | 0.01% | 556 |
|
|
2022
Q3 | $2.4M | Sell |
9,868
-2,024
| -17% | -$492K | ﹤0.01% | 635 |
|
|
2022
Q2 | $3.23M | Buy |
11,892
+1,714
| +17% | +$466K | 0.01% | 567 |
|
|
2022
Q1 | $3.43M | Sell |
10,178
-337
| -3% | -$114K | 0.01% | 553 |
|
|
2021
Q4 | $4.11M | Sell |
10,515
-185
| -2% | -$72.3K | 0.01% | 473 |
|
|
2021
Q3 | $3.8M | Buy |
10,700
+606
| +6% | +$215K | 0.01% | 494 |
|
|
2021
Q2 | $3.66M | Sell |
10,094
-1,210
| -11% | -$438K | 0.01% | 488 |
|
|
2021
Q1 | $3.38M | Buy |
11,304
+531
| +5% | +$159K | 0.01% | 516 |
|
|
2020
Q4 | $3.13M | Buy |
10,773
+1,308
| +14% | +$380K | 0.01% | 493 |
|
|
2020
Q3 | $2.74M | Buy |
9,465
+372
| +4% | +$108K | 0.01% | 455 |
|
|
2020
Q2 | $2.5M | Sell |
9,093
-473
| -5% | -$130K | 0.01% | 426 |
|
|
2020
Q1 | $2.02M | Sell |
9,566
-557
| -6% | -$118K | 0.01% | 431 |
|
|
2019
Q4 | $2.4M | Buy |
10,123
+450
| +5% | +$107K | 0.01% | 459 |
|
|
2019
Q3 | $1.98M | Sell |
9,673
-56
| -0.6% | -$11.5K | 0.01% | 492 |
|
|
2019
Q2 | $1.9M | Buy |
9,729
+202
| +2% | +$39.4K | 0.01% | 514 |
|
|
2019
Q1 | $1.73M | Buy |
9,527
+620
| +7% | +$112K | 0.01% | 511 |
|
|
2018
Q4 | $1.25M | Sell |
8,907
-207
| -2% | -$29K | 0.01% | 581 |
|
|
2018
Q3 | $1.52M | Buy |
9,114
+342
| +4% | +$57.2K | 0.01% | 562 |
|
|
2018
Q2 | $1.5M | Sell |
8,772
-6
| -0.1% | -$1.02K | 0.01% | 547 |
|
|
2018
Q1 | $1.42M | Sell |
8,778
-384
| -4% | -$61.9K | 0.01% | 560 |
|
|
2017
Q4 | $1.35M | Buy |
9,162
+444
| +5% | +$65.5K | 0.01% | 575 |
|
|
2017
Q3 | $1.21M | Buy |
8,718
+892
| +11% | +$124K | 0.01% | 624 |
|
|
2017
Q2 | $952K | Buy |
7,826
+130
| +2% | +$15.8K | ﹤0.01% | 710 |
|
|
2017
Q1 | $862K | Buy |
7,696
+91
| +1% | +$10.2K | ﹤0.01% | 724 |
|
|
2016
Q4 | $717K | Buy |
7,605
+30
| +0.4% | +$2.83K | ﹤0.01% | 759 |
|
|
2016
Q3 | $820K | Buy |
7,575
+92
| +1% | +$9.96K | 0.01% | 671 |
|
|
2016
Q2 | $701K | Sell |
7,483
-75
| -1% | -$7.03K | 0.01% | 644 |
|
|
2016
Q1 | $730K | Sell |
7,558
-7
| -0.1% | -$676 | 0.01% | 601 |
|
|
2015
Q4 | $759K | Buy |
7,565
+684
| +10% | +$68.6K | 0.01% | 591 |
|
|
2015
Q3 | $676K | Buy |
+6,881
| New | +$676K | 0.01% | 617 |
|
|
2015
Q2 | – | Sell |
-7,193
| Closed | -$747K | – | 2106 |
|
|
2015
Q1 | $747K | Buy |
7,193
+296
| +4% | +$30.7K | 0.01% | 566 |
|
|
2014
Q4 | $661K | Buy |
6,897
+870
| +14% | +$83.4K | 0.01% | 585 |
|
|
2014
Q3 | $570K | Sell |
6,027
-150
| -2% | -$14.2K | 0.01% | 603 |
|
|
2014
Q2 | $541K | Buy |
6,177
+569
| +10% | +$49.8K | 0.01% | 615 |
|
|
2014
Q1 | $445K | Hold |
5,608
| – | – | 0.01% | 674 |
|
|
2013
Q4 | $440K | Buy |
5,608
+700
| +14% | +$54.9K | 0.01% | 558 |
|
|
2013
Q3 | $345K | Buy |
4,908
+600
| +14% | +$42.2K | 0.01% | 542 |
|
|
2013
Q2 | $262K | Buy |
+4,308
| New | +$262K | 0.01% | 599 |
|