Douglass Winthrop Advisors’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 | $8.31M | Sell |
16,572
-644
| -4% | -$323K | 0.15% | 55 |
|
|
2025
Q1 | $8.02M | Sell |
17,216
-74
| -0.4% | -$34.5K | 0.15% | 56 |
|
|
2024
Q4 | $8.18M | Buy |
17,290
+95
| +0.6% | +$45K | 0.16% | 55 |
|
|
2024
Q3 | $8.16M | Sell |
17,195
-2,220
| -11% | -$1.05M | 0.16% | 57 |
|
|
2024
Q2 | $8.17M | Sell |
19,415
-808
| -4% | -$340K | 0.17% | 54 |
|
|
2024
Q1 | $7.95M | Buy |
20,223
+148
| +0.7% | +$58.2K | 0.16% | 56 |
|
|
2023
Q4 | $7.84M | Sell |
20,075
-715
| -3% | -$279K | 0.18% | 54 |
|
|
2023
Q3 | $6.57M | Buy |
20,790
+1,304
| +7% | +$412K | 0.16% | 59 |
|
|
2023
Q2 | $6.78M | Buy |
19,486
+137
| +0.7% | +$47.6K | 0.16% | 57 |
|
|
2023
Q1 | $5.92M | Sell |
19,349
-110
| -0.6% | -$33.7K | 0.15% | 62 |
|
|
2022
Q4 | $5.42M | Buy |
19,459
+231
| +1% | +$64.4K | 0.15% | 65 |
|
|
2022
Q3 | $4.68M | Buy |
19,228
+424
| +2% | +$103K | 0.14% | 63 |
|
|
2022
Q2 | $5.11M | Sell |
18,804
-403
| -2% | -$110K | 0.14% | 62 |
|
|
2022
Q1 | $6.48M | Buy |
19,207
+2,069
| +12% | +$698K | 0.15% | 54 |
|
|
2021
Q4 | $6.69M | Buy |
17,138
+2,656
| +18% | +$1.04M | 0.15% | 59 |
|
|
2021
Q3 | $5.14M | Buy |
14,482
+1,864
| +15% | +$662K | 0.13% | 65 |
|
|
2021
Q2 | $4.57M | Buy |
12,618
+1,001
| +9% | +$363K | 0.11% | 66 |
|
|
2021
Q1 | $3.47M | Buy |
11,617
+4,651
| +67% | +$1.39M | 0.09% | 78 |
|
|
2020
Q4 | $2.02M | Buy |
6,966
+1,347
| +24% | +$391K | 0.06% | 96 |
|
|
2020
Q3 | $1.63M | Buy |
5,619
+2,682
| +91% | +$778K | 0.05% | 93 |
|
|
2020
Q2 | $807K | Buy |
2,937
+263
| +10% | +$72.3K | 0.03% | 118 |
|
|
2020
Q1 | $566K | Buy |
2,674
+1,066
| +66% | +$226K | 0.03% | 135 |
|
|
2019
Q4 | $382K | Hold |
1,608
| – | – | 0.01% | 211 |
|
|
2019
Q3 | $329K | Buy |
1,608
+39
| +2% | +$7.98K | 0.01% | 218 |
|
|
2019
Q2 | $306K | Sell |
1,569
-150
| -9% | -$29.3K | 0.01% | 223 |
|
|
2019
Q1 | $311K | Sell |
1,719
-200
| -10% | -$36.2K | 0.01% | 206 |
|
|
2018
Q4 | $269K | Buy |
+1,919
| New | +$269K | 0.01% | 212 |
|