Equitable 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 | $1.52M | Hold |
3,034
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $1.41M | Sell |
3,034
-79
| -3% | -$36.8K | 0.08% | 180 |
|
|
2024
Q4 | $1.47M | Hold |
3,113
| – | – | 0.08% | 174 |
|
|
2024
Q3 | $1.48M | Sell |
3,113
-127
| -4% | -$60.3K | 0.09% | 160 |
|
|
2024
Q2 | $1.36M | Hold |
3,240
| – | – | 0.09% | 153 |
|
|
2024
Q1 | $1.27M | Sell |
3,240
-204
| -6% | -$80.2K | 0.09% | 166 |
|
|
2023
Q4 | $1.35M | Sell |
3,444
-81
| -2% | -$31.6K | 0.1% | 147 |
|
|
2023
Q3 | $1.11M | Hold |
3,525
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $1.23M | Sell |
3,525
-510
| -13% | -$177K | 0.09% | 151 |
|
|
2023
Q1 | $1.23M | Sell |
4,035
-200
| -5% | -$61.2K | 0.1% | 153 |
|
|
2022
Q4 | $1.18M | Sell |
4,235
-405
| -9% | -$113K | 0.09% | 164 |
|
|
2022
Q3 | $1.13M | Sell |
4,640
-672
| -13% | -$163K | 0.09% | 157 |
|
|
2022
Q2 | $1.44M | Sell |
5,312
-1,217
| -19% | -$331K | 0.11% | 149 |
|
|
2022
Q1 | $2.2M | Sell |
6,529
-339
| -5% | -$114K | 0.14% | 131 |
|
|
2021
Q4 | $2.68M | Sell |
6,868
-794
| -10% | -$310K | 0.17% | 118 |
|
|
2021
Q3 | $2.72M | Sell |
7,662
-999
| -12% | -$355K | 0.17% | 114 |
|
|
2021
Q2 | $3.14M | Sell |
8,661
-697
| -7% | -$253K | 0.2% | 109 |
|
|
2021
Q1 | $2.79M | Sell |
9,358
-1,380
| -13% | -$412K | 0.21% | 113 |
|
|
2020
Q4 | $3.12M | Buy |
10,738
+37
| +0.3% | +$10.7K | 0.23% | 107 |
|
|
2020
Q3 | $3.1M | Sell |
10,701
-1,138
| -10% | -$330K | 0.26% | 97 |
|
|
2020
Q2 | $3.25M | Buy |
11,839
+176
| +2% | +$48.4K | 0.3% | 86 |
|
|
2020
Q1 | $2.47M | Buy |
11,663
+5,918
| +103% | +$1.25M | 0.27% | 97 |
|
|
2019
Q4 | $1.36M | Sell |
5,745
-30
| -0.5% | -$7.12K | 0.13% | 129 |
|
|
2019
Q3 | $1.18M | Buy |
5,775
+30
| +0.5% | +$6.15K | 0.12% | 134 |
|
|
2019
Q2 | $1.12M | Sell |
5,745
-24
| -0.4% | -$4.69K | 0.12% | 141 |
|
|
2019
Q1 | $1.05M | Sell |
5,769
-8,196
| -59% | -$1.48M | 0.12% | 146 |
|
|
2018
Q4 | $1.96M | Buy |
13,965
+1,727
| +14% | +$242K | 0.26% | 97 |
|
|
2018
Q3 | $2.05M | Sell |
12,238
-443
| -3% | -$74.1K | 0.24% | 107 |
|
|
2018
Q2 | $2.16M | Buy |
+12,681
| New | +$2.16M | 0.27% | 103 |
|