CAM
Cypress Asset Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
651
+25
| +4% | +$12.5K | 0.08% | 97 |
|
|
2025
Q1 | $292K | Buy |
626
+91
| +17% | +$42.4K | 0.08% | 100 |
|
|
2024
Q4 | $253K | Sell |
535
-5
| -0.9% | -$2.37K | 0.06% | 102 |
|
|
2024
Q3 | $256K | Hold |
540
| – | – | 0.06% | 99 |
|
|
2024
Q2 | $227K | Hold |
540
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $212K | Hold |
540
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $211K | Buy |
+540
| New | +$211K | 0.06% | 111 |
|
|
2022
Q2 | – | Sell |
-805
| Closed | -$272K | – | 129 |
|
|
2022
Q1 | $272K | Hold |
805
| – | – | 0.08% | 119 |
|
|
2021
Q4 | $314K | Sell |
805
-5
| -0.6% | -$1.95K | 0.07% | 122 |
|
|
2021
Q3 | $288K | Hold |
810
| – | – | 0.07% | 123 |
|
|
2021
Q2 | $294K | Hold |
810
| – | – | 0.08% | 125 |
|
|
2021
Q1 | $242K | Buy |
810
+25
| +3% | +$7.47K | 0.07% | 131 |
|
|
2020
Q4 | $228K | Sell |
785
-450
| -36% | -$131K | 0.06% | 137 |
|
|
2020
Q3 | $358K | Buy |
+1,235
| New | +$358K | 0.11% | 111 |
|
|
2018
Q4 | – | Sell |
-8,420
| Closed | -$1.41M | – | 164 |
|
|
2018
Q3 | $1.41M | Buy |
8,420
+1,285
| +18% | +$215K | 0.41% | 71 |
|
|
2018
Q2 | $1.22M | Buy |
+7,135
| New | +$1.22M | 0.36% | 81 |
|