Donaldson Capital Management’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 | $12M | Sell |
24,005
-318
| -1% | -$160K | 0.44% | 43 |
|
|
2025
Q1 | $11.3M | Buy |
24,323
+1,291
| +6% | +$601K | 0.43% | 41 |
|
|
2024
Q4 | $10.9M | Buy |
23,032
+713
| +3% | +$338K | 0.42% | 43 |
|
|
2024
Q3 | $10.6M | Buy |
22,319
+582
| +3% | +$276K | 0.41% | 39 |
|
|
2024
Q2 | $9.15M | Buy |
21,737
+6,035
| +38% | +$2.54M | 0.38% | 41 |
|
|
2024
Q1 | $6.17M | Buy |
15,702
+541
| +4% | +$213K | 0.26% | 52 |
|
|
2023
Q4 | $5.92M | Buy |
15,161
+7
| +0% | +$2.73K | 0.27% | 51 |
|
|
2023
Q3 | $4.79M | Buy |
15,154
+179
| +1% | +$56.6K | 0.23% | 55 |
|
|
2023
Q2 | $5.21M | Sell |
14,975
-602
| -4% | -$209K | 0.24% | 54 |
|
|
2023
Q1 | $4.77M | Buy |
15,577
+547
| +4% | +$167K | 0.23% | 58 |
|
|
2022
Q4 | $4.19M | Sell |
15,030
-384
| -2% | -$107K | 0.2% | 63 |
|
|
2022
Q3 | $3.75M | Buy |
15,414
+119
| +0.8% | +$28.9K | 0.21% | 63 |
|
|
2022
Q2 | $4.16M | Sell |
15,295
-3,918
| -20% | -$1.07M | 0.21% | 58 |
|
|
2022
Q1 | $6.48M | Sell |
19,213
-2,120
| -10% | -$715K | 0.3% | 54 |
|
|
2021
Q4 | $8.33M | Buy |
21,333
+995
| +5% | +$389K | 0.37% | 50 |
|
|
2021
Q3 | $7.22M | Buy |
20,338
+838
| +4% | +$298K | 0.36% | 55 |
|
|
2021
Q2 | $7.07M | Buy |
19,500
+1,373
| +8% | +$498K | 0.36% | 56 |
|
|
2021
Q1 | $5.41M | Sell |
18,127
-673
| -4% | -$201K | 0.3% | 57 |
|
|
2020
Q4 | $5.46M | Buy |
18,800
+5
| +0% | +$1.45K | 0.32% | 56 |
|
|
2020
Q3 | $5.45M | Sell |
18,795
-1,110
| -6% | -$322K | 0.37% | 49 |
|
|
2020
Q2 | $5.47M | Sell |
19,905
-4,170
| -17% | -$1.15M | 0.4% | 46 |
|
|
2020
Q1 | $5.09M | Sell |
24,075
-659
| -3% | -$139K | 0.44% | 45 |
|
|
2019
Q4 | $5.87M | Sell |
24,734
-286
| -1% | -$67.9K | 0.4% | 48 |
|
|
2019
Q3 | $5.13M | Sell |
25,020
-477
| -2% | -$97.7K | 0.38% | 48 |
|
|
2019
Q2 | $4.98M | Buy |
25,497
+1,389
| +6% | +$271K | 0.41% | 43 |
|
|
2019
Q1 | $4.37M | Sell |
24,108
-424
| -2% | -$76.8K | 0.39% | 42 |
|
|
2018
Q4 | $3.44M | Sell |
24,532
-3,283
| -12% | -$460K | 0.35% | 44 |
|
|
2018
Q3 | $4.65M | Buy |
27,815
+1,048
| +4% | +$175K | 0.41% | 42 |
|
|
2018
Q2 | $4.57M | Buy |
26,767
+1,077
| +4% | +$184K | 0.44% | 38 |
|
|
2018
Q1 | $4.14M | Buy |
25,690
+1,708
| +7% | +$276K | 0.41% | 42 |
|
|
2017
Q4 | $3.54M | Buy |
23,982
+1,855
| +8% | +$274K | 0.35% | 48 |
|
|
2017
Q3 | $3.08M | Buy |
22,127
+1,507
| +7% | +$210K | 0.32% | 49 |
|
|
2017
Q2 | $2.51M | Buy |
20,620
+4,860
| +31% | +$591K | 0.28% | 50 |
|
|
2017
Q1 | $1.77M | Buy |
+15,760
| New | +$1.77M | 0.21% | 54 |
|