Edgestream Partners’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 | $3.44M | Buy |
6,850
+1,108
| +19% | +$556K | 0.1% | 396 |
|
|
2025
Q1 | $2.67M | Sell |
5,742
-3,671
| -39% | -$1.71M | 0.09% | 413 |
|
|
2024
Q4 | $4.46M | Buy |
9,413
+4,254
| +82% | +$2.01M | 0.19% | 185 |
|
|
2024
Q3 | $2.45M | Buy |
5,159
+4,638
| +890% | +$2.2M | 0.11% | 342 |
|
|
2024
Q2 | $219K | Sell |
521
-491
| -49% | -$207K | 0.01% | 795 |
|
|
2024
Q1 | $398K | Sell |
1,012
-35
| -3% | -$13.8K | 0.02% | 681 |
|
|
2023
Q4 | $409K | Sell |
1,047
-9,211
| -90% | -$3.6M | 0.03% | 653 |
|
|
2023
Q3 | $3.24M | Buy |
+10,258
| New | +$3.24M | 0.26% | 84 |
|
|
2022
Q3 | – | Sell |
-7,363
| Closed | -$2M | – | 552 |
|
|
2022
Q2 | $2M | Buy |
7,363
+4,860
| +194% | +$1.32M | 0.16% | 202 |
|
|
2022
Q1 | $845K | Buy |
2,503
+1,975
| +374% | +$667K | 0.07% | 353 |
|
|
2021
Q4 | $206K | Sell |
528
-295
| -36% | -$115K | 0.01% | 465 |
|
|
2021
Q3 | $292K | Sell |
823
-536
| -39% | -$190K | 0.02% | 432 |
|
|
2021
Q2 | $492K | Buy |
+1,359
| New | +$492K | 0.03% | 357 |
|
|
2021
Q1 | – | Sell |
-15,477
| Closed | -$4.49M | – | 417 |
|
|
2020
Q4 | $4.49M | Sell |
15,477
-16,517
| -52% | -$4.79M | 0.23% | 147 |
|
|
2020
Q3 | $9.27M | Sell |
31,994
-22,774
| -42% | -$6.6M | 0.6% | 53 |
|
|
2020
Q2 | $15M | Buy |
54,768
+39,072
| +249% | +$10.7M | 0.79% | 37 |
|
|
2020
Q1 | $3.32M | Sell |
15,696
-3,180
| -17% | -$673K | 0.31% | 102 |
|
|
2019
Q4 | $4.48M | Buy |
+18,876
| New | +$4.48M | 0.23% | 133 |
|
|
2019
Q1 | – | Sell |
-64,436
| Closed | -$9.02M | – | 267 |
|
|
2018
Q4 | $9.02M | Buy |
64,436
+18,510
| +40% | +$2.59M | 1.58% | 8 |
|
|
2018
Q3 | $7.68M | Buy |
45,926
+39,684
| +636% | +$6.64M | 1.31% | 11 |
|
|
2018
Q2 | $1.07M | Buy |
6,242
+3,241
| +108% | +$553K | 0.22% | 142 |
|
|
2018
Q1 | $484K | Buy |
+3,001
| New | +$484K | 0.1% | 186 |
|