FDx Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,243
| Closed | -$876K | – | 533 |
|
|
2023
Q4 | $876K | Buy |
2,243
+82
| +4% | +$28.5K | 0.07% | 283 |
|
|
2023
Q3 | $683K | Sell |
2,161
-6,216
| -74% | -$2.11M | 0.06% | 288 |
|
|
2023
Q2 | $2.91M | Buy |
8,377
+1,841
| +28% | +$584K | 0.16% | 150 |
|
|
2023
Q1 | $1.82M | Hold |
6,536
| – | – | 0.08% | 206 |
|
|
2022
Q4 | $1.82M | Sell |
6,536
-459
| -7% | -$126K | 0.08% | 206 |
|
|
2022
Q3 | $1.7M | Buy |
6,995
+523
| +8% | +$152K | 0.08% | 208 |
|
|
2022
Q2 | $1.76M | Buy |
6,472
+652
| +11% | +$195K | 0.07% | 225 |
|
|
2022
Q1 | $1.96M | Sell |
5,820
-1,864
| -24% | -$627K | 0.07% | 215 |
|
|
2021
Q4 | $3M | Buy |
7,684
+192
| +3% | +$74.1K | 0.08% | 179 |
|
|
2021
Q3 | $2.66M | Buy |
7,492
+476
| +7% | +$179K | 0.08% | 170 |
|
|
2021
Q2 | $2.54M | Buy |
7,016
+368
| +6% | +$122K | 0.08% | 169 |
|
|
2021
Q1 | $1.99M | Buy |
6,648
+418
| +7% | +$118K | 0.07% | 180 |
|
|
2020
Q4 | $1.81M | Sell |
6,230
-2,542
| -29% | -$711K | 0.07% | 174 |
|
|
2020
Q3 | $2.54M | Buy |
8,772
+438
| +5% | +$125K | 0.12% | 137 |
|
|
2020
Q2 | $2.29M | Buy |
8,334
+2,378
| +40% | +$604K | 0.12% | 134 |
|
|
2020
Q1 | $1.26M | Buy |
5,956
+2,693
| +83% | +$655K | 0.08% | 169 |
|
|
2019
Q4 | $775K | Buy |
3,263
+198
| +6% | +$44K | 0.04% | 269 |
|
|
2019
Q3 | $628K | Buy |
3,065
+980
| +47% | +$205K | 0.04% | 300 |
|
|
2019
Q2 | $407K | Buy |
2,085
+130
| +7% | +$24.7K | 0.02% | 532 |
|
|
2019
Q1 | $354K | Buy |
+1,955
| New | +$321K | 0.01% | 552 |
|
|
2018
Q4 | – | Sell |
-2,124
| Closed | -$355K | – | 711 |
|
|
2018
Q3 | $355K | Buy |
2,124
+565
| +36% | +$99.4K | 0.01% | 638 |
|
|
2018
Q2 | $266K | Buy |
1,559
+81
| +5% | +$13.7K | 0.01% | 762 |
|
|
2018
Q1 | $238K | Sell |
1,478
-218
| -13% | -$35.3K | 0.01% | 1068 |
|
|
2017
Q4 | $250K | Sell |
1,696
-376
| -18% | -$55.1K | 0.01% | 1111 |
|
|
2017
Q3 | $288K | Buy |
+2,072
| New | +$272K | 0.01% | 1059 |
|
|
2016
Q1 | – | Sell |
-3,224
| Closed | -$323K | – | 927 |
|
|
2015
Q4 | $323K | Sell |
3,224
-1,255
| -28% | -$126K | 0.01% | 690 |
|
|
2015
Q3 | $440K | Buy |
4,479
+1,671
| +60% | +$178K | 0.04% | 498 |
|
|
2015
Q2 | $303K | Sell |
2,808
-2,492
| -47% | -$268K | 0.02% | 745 |
|
|
2015
Q1 | $552K | Buy |
5,300
+2,131
| +67% | +$206K | 0.01% | 900 |
|
|
2014
Q4 | $304K | Sell |
3,169
-1,223
| -28% | -$119K | 0.02% | 712 |
|
|
2014
Q3 | $415K | Buy |
4,392
+876
| +25% | +$80.3K | 0.03% | 656 |
|
|
2014
Q2 | $308K | Buy |
+3,516
| New | +$290K | 0.02% | 771 |
|
Other funds holding MCO
ACM
