Curi RMB Capital’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 | $823K | Buy |
+1,642
| New | +$823K | 0.02% | 435 |
|
2025
Q1 | – | Sell |
-1,208
| Closed | -$572K | – | 521 |
|
2024
Q4 | $572K | Sell |
1,208
-81
| -6% | -$38.3K | 0.01% | 394 |
|
2024
Q3 | $612K | Buy |
1,289
+100
| +8% | +$47.5K | 0.01% | 402 |
|
2024
Q2 | $500K | Sell |
1,189
-374
| -24% | -$157K | 0.01% | 426 |
|
2024
Q1 | $614K | Buy |
1,563
+5
| +0.3% | +$1.97K | 0.01% | 408 |
|
2023
Q4 | $608K | Buy |
1,558
+6
| +0.4% | +$2.34K | 0.02% | 364 |
|
2023
Q3 | $491K | Buy |
1,552
+6
| +0.4% | +$1.9K | 0.02% | 374 |
|
2023
Q2 | $538K | Buy |
1,546
+2
| +0.1% | +$695 | 0.02% | 364 |
|
2023
Q1 | $472K | Hold |
1,544
| – | – | 0.02% | 369 |
|
2022
Q4 | $430K | Hold |
1,544
| – | – | 0.02% | 379 |
|
2022
Q3 | $375K | Sell |
1,544
-6
| -0.4% | -$1.46K | 0.01% | 385 |
|
2022
Q2 | $422K | Sell |
1,550
-4
| -0.3% | -$1.09K | 0.01% | 371 |
|
2022
Q1 | $524K | Buy |
1,554
+3
| +0.2% | +$1.01K | 0.02% | 326 |
|
2021
Q4 | $606K | Sell |
1,551
-5
| -0.3% | -$1.95K | 0.02% | 339 |
|
2021
Q3 | $553K | Buy |
1,556
+5
| +0.3% | +$1.78K | 0.02% | 337 |
|
2021
Q2 | $562K | Hold |
1,551
| – | – | 0.02% | 345 |
|
2021
Q1 | $463K | Sell |
1,551
-312
| -17% | -$93.1K | 0.02% | 358 |
|
2020
Q4 | $541K | Sell |
1,863
-170
| -8% | -$49.4K | 0.02% | 416 |
|
2020
Q3 | $589K | Buy |
2,033
+180
| +10% | +$52.2K | 0.03% | 395 |
|
2020
Q2 | $509K | Buy |
+1,853
| New | +$509K | 0.02% | 401 |
|