Dorsey & Whitney 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 | $575K | Sell |
1,145
-201
| -15% | -$101K | 0.03% | 390 |
|
|
2025
Q1 | $627K | Sell |
1,346
-125
| -8% | -$58.2K | 0.04% | 364 |
|
|
2024
Q4 | $696K | Buy |
1,471
+25
| +2% | +$11.8K | 0.04% | 326 |
|
|
2024
Q3 | $686K | Buy |
1,446
+125
| +9% | +$59.3K | 0.04% | 338 |
|
|
2024
Q2 | $556K | Sell |
1,321
-301
| -19% | -$127K | 0.04% | 330 |
|
|
2024
Q1 | $637K | Buy |
1,622
+152
| +10% | +$59.7K | 0.04% | 299 |
|
|
2023
Q4 | $574K | Sell |
1,470
-137
| -9% | -$53.5K | 0.04% | 314 |
|
|
2023
Q3 | $508K | Buy |
1,607
+6
| +0.4% | +$1.9K | 0.04% | 315 |
|
|
2023
Q2 | $557K | Buy |
1,601
+581
| +57% | +$202K | 0.05% | 304 |
|
|
2023
Q1 | $312K | Sell |
1,020
-1
| -0.1% | -$306 | 0.03% | 417 |
|
|
2022
Q4 | $284K | Buy |
1,021
+36
| +4% | +$10K | 0.03% | 423 |
|
|
2022
Q3 | $240K | Buy |
985
+67
| +7% | +$16.3K | 0.03% | 462 |
|
|
2022
Q2 | $249K | Buy |
918
+5
| +0.5% | +$1.36K | 0.03% | 449 |
|
|
2022
Q1 | $308K | Buy |
913
+19
| +2% | +$6.41K | 0.03% | 411 |
|
|
2021
Q4 | $348K | Buy |
894
+108
| +14% | +$42K | 0.03% | 371 |
|
|
2021
Q3 | $279K | Hold |
786
| – | – | 0.03% | 419 |
|
|
2021
Q2 | $285K | Sell |
786
-104
| -12% | -$37.7K | 0.03% | 413 |
|
|
2021
Q1 | $266K | Hold |
890
| – | – | 0.03% | 414 |
|
|
2020
Q4 | $258K | Sell |
890
-7
| -0.8% | -$2.03K | 0.03% | 385 |
|
|
2020
Q3 | $259K | Sell |
897
-56
| -6% | -$16.2K | 0.03% | 338 |
|
|
2020
Q2 | $255K | Buy |
+953
| New | +$255K | 0.04% | 341 |
|