D.B. Root & Company’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 | $462K | Buy |
922
+117
| +15% | +$58.7K | 0.14% | 111 |
|
|
2025
Q1 | $375K | Sell |
805
-36
| -4% | -$16.8K | 0.12% | 119 |
|
|
2024
Q4 | $398K | Buy |
841
+9
| +1% | +$4.26K | 0.13% | 117 |
|
|
2024
Q3 | $395K | Sell |
832
-609
| -42% | -$289K | 0.13% | 112 |
|
|
2024
Q2 | $607K | Sell |
1,441
-250
| -15% | -$105K | 0.21% | 90 |
|
|
2024
Q1 | $665K | Sell |
1,691
-3
| -0.2% | -$1.18K | 0.22% | 98 |
|
|
2023
Q4 | $662K | Sell |
1,694
-269
| -14% | -$105K | 0.24% | 98 |
|
|
2023
Q3 | $621K | Sell |
1,963
-18
| -0.9% | -$5.69K | 0.24% | 98 |
|
|
2023
Q2 | $689K | Buy |
1,981
+103
| +5% | +$35.8K | 0.26% | 96 |
|
|
2023
Q1 | $575K | Sell |
1,878
-6
| -0.3% | -$1.84K | 0.23% | 101 |
|
|
2022
Q4 | $525K | Sell |
1,884
-113
| -6% | -$31.5K | 0.22% | 100 |
|
|
2022
Q3 | $485K | Sell |
1,997
-1
| -0.1% | -$243 | 0.22% | 100 |
|
|
2022
Q2 | $543K | Sell |
1,998
-5
| -0.2% | -$1.36K | 0.23% | 104 |
|
|
2022
Q1 | $675K | Buy |
2,003
+17
| +0.9% | +$5.73K | 0.25% | 99 |
|
|
2021
Q4 | $775K | Sell |
1,986
-39
| -2% | -$15.2K | 0.28% | 94 |
|
|
2021
Q3 | $719K | Sell |
2,025
-398
| -16% | -$141K | 0.28% | 99 |
|
|
2021
Q2 | $878K | Buy |
2,423
+1,092
| +82% | +$396K | 0.33% | 85 |
|
|
2021
Q1 | $397K | Sell |
1,331
-3
| -0.2% | -$895 | 0.16% | 163 |
|
|
2020
Q4 | $387K | Sell |
1,334
-12
| -0.9% | -$3.48K | 0.15% | 159 |
|
|
2020
Q3 | $390K | Hold |
1,346
| – | – | 0.16% | 152 |
|
|
2020
Q2 | $369K | Sell |
1,346
-22
| -2% | -$6.03K | 0.16% | 146 |
|
|
2020
Q1 | $289K | Sell |
1,368
-632
| -32% | -$134K | 0.15% | 160 |
|
|
2019
Q4 | $474K | Sell |
2,000
-15
| -0.7% | -$3.56K | 0.21% | 133 |
|
|
2019
Q3 | $412K | Sell |
2,015
-110
| -5% | -$22.5K | 0.19% | 137 |
|
|
2019
Q2 | $415K | Sell |
2,125
-975
| -31% | -$190K | 0.18% | 131 |
|
|
2019
Q1 | $561K | Buy |
+3,100
| New | +$561K | 0.24% | 116 |
|