Diversified Trust’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 | $3.04M | Sell |
6,067
-7
| -0.1% | -$3.51K | 0.07% | 161 |
|
|
2025
Q1 | $2.83M | Buy |
6,074
+1,129
| +23% | +$526K | 0.07% | 157 |
|
|
2024
Q4 | $2.34M | Sell |
4,945
-59
| -1% | -$27.9K | 0.06% | 195 |
|
|
2024
Q3 | $2.37M | Buy |
5,004
+25
| +0.5% | +$11.9K | 0.06% | 203 |
|
|
2024
Q2 | $2.1M | Buy |
4,979
+209
| +4% | +$88K | 0.06% | 196 |
|
|
2024
Q1 | $1.87M | Sell |
4,770
-29
| -0.6% | -$11.4K | 0.06% | 206 |
|
|
2023
Q4 | $1.87M | Buy |
4,799
+1,363
| +40% | +$532K | 0.06% | 181 |
|
|
2023
Q3 | $1.09M | Buy |
3,436
+1,183
| +53% | +$374K | 0.04% | 246 |
|
|
2023
Q2 | $783K | Buy |
+2,253
| New | +$783K | 0.03% | 340 |
|
|
2022
Q2 | – | Sell |
-621
| Closed | -$210K | – | 817 |
|
|
2022
Q1 | $210K | Sell |
621
-728
| -54% | -$246K | 0.01% | 738 |
|
|
2021
Q4 | $527K | Hold |
1,349
| – | – | 0.02% | 447 |
|
|
2021
Q3 | $479K | Buy |
+1,349
| New | +$479K | 0.02% | 415 |
|
|
2021
Q1 | – | Sell |
-1,975
| Closed | -$573K | – | 819 |
|
|
2020
Q4 | $573K | Buy |
1,975
+84
| +4% | +$24.4K | 0.02% | 308 |
|
|
2020
Q3 | $548K | Buy |
1,891
+307
| +19% | +$89K | 0.03% | 293 |
|
|
2020
Q2 | $435K | Buy |
1,584
+336
| +27% | +$92.3K | 0.02% | 284 |
|
|
2020
Q1 | $264K | Buy |
+1,248
| New | +$264K | 0.02% | 314 |
|