Envestnet Asset 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 | $243M | Buy |
484,108
+36,664
| +8% | +$18.4M | 0.07% | 253 |
|
|
2025
Q1 | $208M | Buy |
447,444
+184,297
| +70% | +$85.8M | 0.07% | 280 |
|
|
2024
Q4 | $125M | Sell |
263,147
-5,330
| -2% | -$2.52M | 0.04% | 399 |
|
|
2024
Q3 | $127M | Buy |
268,477
+17,626
| +7% | +$8.37M | 0.04% | 406 |
|
|
2024
Q2 | $106M | Buy |
250,851
+12,891
| +5% | +$5.43M | 0.04% | 432 |
|
|
2024
Q1 | $93.5M | Buy |
237,960
+14,705
| +7% | +$5.78M | 0.03% | 457 |
|
|
2023
Q4 | $87.2M | Buy |
223,255
+726
| +0.3% | +$284K | 0.04% | 443 |
|
|
2023
Q3 | $70.4M | Buy |
222,529
+85,585
| +62% | +$27.1M | 0.03% | 468 |
|
|
2023
Q2 | $47.6M | Buy |
136,944
+9,043
| +7% | +$3.14M | 0.02% | 547 |
|
|
2023
Q1 | $39.1M | Buy |
127,901
+7,627
| +6% | +$2.33M | 0.02% | 575 |
|
|
2022
Q4 | $33.5M | Buy |
120,274
+7,351
| +7% | +$2.05M | 0.02% | 610 |
|
|
2022
Q3 | $27.5M | Buy |
112,923
+5,865
| +5% | +$1.43M | 0.02% | 633 |
|
|
2022
Q2 | $29.1M | Sell |
107,058
-33,978
| -24% | -$9.24M | 0.02% | 614 |
|
|
2022
Q1 | $47.6M | Buy |
141,036
+5,384
| +4% | +$1.82M | 0.02% | 501 |
|
|
2021
Q4 | $53M | Buy |
135,652
+2,676
| +2% | +$1.05M | 0.03% | 477 |
|
|
2021
Q3 | $47.2M | Sell |
132,976
-17,776
| -12% | -$6.31M | 0.03% | 475 |
|
|
2021
Q2 | $54.6M | Buy |
150,752
+8,232
| +6% | +$2.98M | 0.03% | 426 |
|
|
2021
Q1 | $42.6M | Buy |
142,520
+59,964
| +73% | +$17.9M | 0.03% | 453 |
|
|
2020
Q4 | $24M | Buy |
82,556
+9,909
| +14% | +$2.88M | 0.02% | 568 |
|
|
2020
Q3 | $21.1M | Buy |
72,647
+9,446
| +15% | +$2.74M | 0.02% | 538 |
|
|
2020
Q2 | $17.4M | Buy |
63,201
+3,440
| +6% | +$945K | 0.02% | 573 |
|
|
2020
Q1 | $12.6M | Sell |
59,761
-2,243
| -4% | -$474K | 0.02% | 597 |
|
|
2019
Q4 | $14.7M | Sell |
62,004
-1,021
| -2% | -$242K | 0.02% | 639 |
|
|
2019
Q3 | $12.9M | Sell |
63,025
-38,884
| -38% | -$7.96M | 0.01% | 641 |
|
|
2019
Q2 | $19.9M | Buy |
101,909
+47,363
| +87% | +$9.25M | 0.03% | 476 |
|
|
2019
Q1 | $9.88M | Sell |
54,546
-105,948
| -66% | -$19.2M | 0.01% | 694 |
|
|
2018
Q4 | $22.5M | Buy |
160,494
+87,893
| +121% | +$12.3M | 0.03% | 336 |
|
|
2018
Q3 | $12.1M | Sell |
72,601
-13,928
| -16% | -$2.33M | 0.02% | 276 |
|
|
2018
Q2 | $14.8M | Buy |
86,529
+54,892
| +174% | +$9.36M | 0.03% | 245 |
|
|
2018
Q1 | $5.12M | Sell |
31,637
-26,366
| -45% | -$4.27M | 0.01% | 392 |
|
|
2017
Q4 | $8.56M | Buy |
58,003
+8,584
| +17% | +$1.27M | 0.02% | 430 |
|
|
2017
Q3 | $6.88M | Buy |
49,419
+28,069
| +131% | +$3.91M | 0.02% | 466 |
|
|
2017
Q2 | $2.6M | Buy |
21,350
+1,015
| +5% | +$123K | 0.01% | 816 |
|
|
2017
Q1 | $2.28M | Buy |
20,335
+1,594
| +9% | +$179K | 0.01% | 884 |
|
|
2016
Q4 | $1.77M | Buy |
18,741
+1,794
| +11% | +$169K | 0.01% | 981 |
|
|
2016
Q3 | $1.84M | Sell |
16,947
-554
| -3% | -$60K | 0.01% | 994 |
|
|
2016
Q2 | $1.64M | Buy |
17,501
+1,031
| +6% | +$96.6K | 0.01% | 1108 |
|
|
2016
Q1 | $1.59M | Buy |
16,470
+1,620
| +11% | +$156K | 0.01% | 1098 |
|
|
2015
Q4 | $1.49M | Buy |
14,850
+482
| +3% | +$48.4K | 0.01% | 1083 |
|
|
2015
Q3 | $1.41M | Buy |
14,368
+2,792
| +24% | +$274K | 0.01% | 1106 |
|
|
2015
Q2 | $1.25M | Buy |
11,576
+1,961
| +20% | +$212K | 0.01% | 1290 |
|
|
2015
Q1 | $998K | Buy |
9,615
+8,487
| +752% | +$881K | 0.01% | 1286 |
|
|
2014
Q4 | $108K | Sell |
1,128
-219
| -16% | -$21K | ﹤0.01% | 1157 |
|
|
2014
Q3 | $127K | Sell |
1,347
-27
| -2% | -$2.55K | ﹤0.01% | 1222 |
|
|
2014
Q2 | $120K | Sell |
1,374
-649
| -32% | -$56.7K | ﹤0.01% | 1158 |
|
|
2014
Q1 | $160K | Sell |
2,023
-16
| -0.8% | -$1.27K | ﹤0.01% | 970 |
|
|
2013
Q4 | $160K | Sell |
2,039
-241
| -11% | -$18.9K | ﹤0.01% | 881 |
|
|
2013
Q3 | $160K | Sell |
2,280
-14,560
| -86% | -$1.02M | ﹤0.01% | 851 |
|
|
2013
Q2 | $1.03M | Buy |
+16,840
| New | +$1.03M | 0.01% | 408 |
|