Evergreen Capital 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 | $1.03M | Buy |
2,060
+140
| +7% | +$70.2K | 0.03% | 356 |
|
|
2025
Q1 | $894K | Sell |
1,920
-14
| -0.7% | -$6.52K | 0.03% | 352 |
|
|
2024
Q4 | $915K | Sell |
1,934
-1,040
| -35% | -$492K | 0.03% | 355 |
|
|
2024
Q3 | $1.41M | Buy |
2,974
+1,134
| +62% | +$538K | 0.05% | 289 |
|
|
2024
Q2 | $775K | Buy |
1,840
+228
| +14% | +$96K | 0.03% | 352 |
|
|
2024
Q1 | $634K | Sell |
1,612
-375
| -19% | -$147K | 0.02% | 384 |
|
|
2023
Q4 | $776K | Sell |
1,987
-57
| -3% | -$22.3K | 0.03% | 319 |
|
|
2023
Q3 | $646K | Buy |
2,044
+12
| +0.6% | +$3.79K | 0.03% | 337 |
|
|
2023
Q2 | $707K | Buy |
2,032
+118
| +6% | +$41K | 0.03% | 325 |
|
|
2023
Q1 | $586K | Buy |
1,914
+257
| +16% | +$78.6K | 0.03% | 348 |
|
|
2022
Q4 | $462K | Sell |
1,657
-342
| -17% | -$95.3K | 0.02% | 386 |
|
|
2022
Q3 | $486K | Buy |
+1,999
| New | +$486K | 0.03% | 342 |
|