Cresset Asset Management’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 | $2.7M | Buy |
5,377
+1,715
| +47% | +$860K | 0.01% | 472 |
|
|
2025
Q1 | $1.71M | Sell |
3,662
-1,611
| -31% | -$750K | 0.01% | 579 |
|
|
2024
Q4 | $2.5M | Sell |
5,273
-13,187
| -71% | -$6.24M | 0.01% | 478 |
|
|
2024
Q3 | $8.76M | Buy |
18,460
+379
| +2% | +$180K | 0.03% | 335 |
|
|
2024
Q2 | $7.61M | Buy |
18,081
+4,191
| +30% | +$1.76M | 0.03% | 335 |
|
|
2024
Q1 | $5.46M | Buy |
13,890
+2,213
| +19% | +$870K | 0.03% | 362 |
|
|
2023
Q4 | $4.56M | Buy |
11,677
+3,093
| +36% | +$1.21M | 0.03% | 355 |
|
|
2023
Q3 | $2.71M | Sell |
8,584
-664
| -7% | -$210K | 0.01% | 430 |
|
|
2023
Q2 | $3.22M | Buy |
9,248
+7,192
| +350% | +$2.5M | ﹤0.01% | 398 |
|
|
2023
Q1 | $629K | Sell |
2,056
-338
| -14% | -$103K | 0.01% | 433 |
|
|
2022
Q4 | $611K | Sell |
2,394
-672
| -22% | -$171K | 0.01% | 392 |
|
|
2022
Q3 | $745K | Buy |
3,066
+729
| +31% | +$177K | 0.01% | 419 |
|
|
2022
Q2 | $634K | Sell |
2,337
-1,668
| -42% | -$453K | 0.01% | 492 |
|
|
2022
Q1 | $1.35M | Buy |
4,005
+128
| +3% | +$43.2K | 0.01% | 333 |
|
|
2021
Q4 | $1.52M | Buy |
3,877
+378
| +11% | +$148K | 0.01% | 346 |
|
|
2021
Q3 | $1.24M | Buy |
3,499
+189
| +6% | +$67.1K | 0.02% | 331 |
|
|
2021
Q2 | $1.2M | Buy |
3,310
+432
| +15% | +$157K | 0.02% | 311 |
|
|
2021
Q1 | $860K | Buy |
2,878
+928
| +48% | +$277K | 0.01% | 335 |
|
|
2020
Q4 | $566K | Sell |
1,950
-164
| -8% | -$47.6K | 0.01% | 357 |
|
|
2020
Q3 | $613K | Buy |
2,114
+183
| +9% | +$53.1K | 0.01% | 336 |
|
|
2020
Q2 | $531K | Sell |
1,931
-364
| -16% | -$100K | 0.01% | 327 |
|
|
2020
Q1 | $485K | Buy |
+2,295
| New | +$485K | 0.01% | 293 |
|
|
2019
Q2 | – | Sell |
-176
| Closed | -$32K | – | 1173 |
|
|
2019
Q1 | $32K | Buy |
176
+97
| +123% | +$17.6K | ﹤0.01% | 910 |
|
|
2018
Q4 | $11K | Buy |
+79
| New | +$11K | ﹤0.01% | 839 |
|