Crown Oak Advisors’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 | $8.36M | Buy |
16,673
+205
| +1% | +$103K | 3.95% | 12 |
|
|
2025
Q1 | $7.67M | Buy |
16,468
+651
| +4% | +$303K | 3.87% | 13 |
|
|
2024
Q4 | $7.49M | Buy |
15,817
+1,692
| +12% | +$801K | 3.85% | 13 |
|
|
2024
Q3 | $6.7M | Sell |
14,125
-836
| -6% | -$397K | 3.72% | 15 |
|
|
2024
Q2 | $6.3M | Buy |
14,961
+12
| +0.1% | +$5.05K | 3.56% | 14 |
|
|
2024
Q1 | $5.88M | Buy |
14,949
+202
| +1% | +$79.4K | 3.23% | 15 |
|
|
2023
Q4 | $5.76M | Buy |
+14,747
| New | +$5.76M | 3.37% | 15 |
|