Evercore Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Hold |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $730K | Hold |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $453K | Sell |
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|
2020
Q4 | $469K | Sell |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $550K | Buy |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $402K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $18K | Buy |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $16K | Hold |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $12K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $20K | Buy |
|