Ferguson Wellman 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 | $1.87M | Sell |
3,723
-12
| -0.3% | -$6.02K | 0.03% | 139 |
|
|
2025
Q1 | $1.74M | Buy |
3,735
+32
| +0.9% | +$14.9K | 0.03% | 145 |
|
|
2024
Q4 | $1.75M | Sell |
3,703
-10
| -0.3% | -$4.73K | 0.03% | 145 |
|
|
2024
Q3 | $1.76M | Sell |
3,713
-315
| -8% | -$149K | 0.03% | 146 |
|
|
2024
Q2 | $1.7M | Sell |
4,028
-135
| -3% | -$56.8K | 0.03% | 139 |
|
|
2024
Q1 | $1.64M | Sell |
4,163
-3
| -0.1% | -$1.18K | 0.03% | 150 |
|
|
2023
Q4 | $1.63M | Buy |
4,166
+3
| +0.1% | +$1.17K | 0.04% | 150 |
|
|
2023
Q3 | $1.32M | Buy |
4,163
+4
| +0.1% | +$1.27K | 0.03% | 155 |
|
|
2023
Q2 | $1.45M | Sell |
4,159
-12
| -0.3% | -$4.17K | 0.03% | 161 |
|
|
2023
Q1 | $1.28M | Buy |
4,171
+10
| +0.2% | +$3.06K | 0.03% | 169 |
|
|
2022
Q4 | $1.16M | Hold |
4,161
| – | – | 0.03% | 176 |
|
|
2022
Q3 | $1.01M | Buy |
4,161
+25
| +0.6% | +$6.08K | 0.04% | 158 |
|
|
2022
Q2 | $1.13M | Hold |
4,136
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $1.4M | Sell |
4,136
-145
| -3% | -$48.9K | 0.04% | 161 |
|
|
2021
Q4 | $1.67M | Sell |
4,281
-9,540
| -69% | -$3.73M | 0.05% | 148 |
|
|
2021
Q3 | $4.91M | Hold |
13,821
| – | – | 0.16% | 83 |
|
|
2021
Q2 | $5.01M | Sell |
13,821
-2,649
| -16% | -$960K | 0.16% | 84 |
|
|
2021
Q1 | $4.92M | Sell |
16,470
-291
| -2% | -$86.9K | 0.17% | 82 |
|
|
2020
Q4 | $4.87M | Sell |
16,761
-180
| -1% | -$52.2K | 0.12% | 133 |
|
|
2020
Q3 | $4.91M | Buy |
16,941
+8,810
| +108% | +$2.55M | 0.14% | 125 |
|
|
2020
Q2 | $2.23M | Sell |
8,131
-70
| -0.9% | -$19.2K | 0.07% | 147 |
|
|
2020
Q1 | $1.74M | Sell |
8,201
-150
| -2% | -$31.7K | 0.07% | 159 |
|
|
2019
Q4 | $1.98M | Sell |
8,351
-112
| -1% | -$26.6K | 0.06% | 169 |
|
|
2019
Q3 | $1.73M | Hold |
8,463
| – | – | 0.06% | 168 |
|
|
2019
Q2 | $1.65M | Hold |
8,463
| – | – | 0.05% | 167 |
|
|
2019
Q1 | $1.53M | Hold |
8,463
| – | – | 0.05% | 183 |
|
|
2018
Q4 | $1.19M | Hold |
8,463
| – | – | 0.05% | 196 |
|
|
2018
Q3 | $1.42M | Sell |
8,463
-337
| -4% | -$56.3K | 0.05% | 177 |
|
|
2018
Q2 | $1.5M | Hold |
8,800
| – | – | 0.05% | 179 |
|
|
2018
Q1 | $1.42M | Hold |
8,800
| – | – | 0.05% | 183 |
|
|
2017
Q4 | $1.3M | Hold |
8,800
| – | – | 0.04% | 182 |
|
|
2017
Q3 | $1.23M | Hold |
8,800
| – | – | 0.04% | 178 |
|
|
2017
Q2 | $1.07M | Hold |
8,800
| – | – | 0.04% | 181 |
|
|
2017
Q1 | $986K | Hold |
8,800
| – | – | 0.04% | 182 |
|
|
2016
Q4 | $830K | Hold |
8,800
| – | – | 0.03% | 193 |
|
|
2016
Q3 | $953K | Hold |
8,800
| – | – | 0.04% | 167 |
|
|
2016
Q2 | $825K | Hold |
8,800
| – | – | 0.03% | 182 |
|
|
2016
Q1 | $850K | Hold |
8,800
| – | – | 0.04% | 183 |
|
|
2015
Q4 | $883K | Hold |
8,800
| – | – | 0.04% | 202 |
|
|
2015
Q3 | $864K | Hold |
8,800
| – | – | 0.04% | 202 |
|
|
2015
Q2 | $950K | Hold |
8,800
| – | – | 0.04% | 205 |
|
|
2015
Q1 | $913K | Hold |
8,800
| – | – | 0.04% | 207 |
|
|
2014
Q4 | $843K | Hold |
8,800
| – | – | 0.03% | 213 |
|
|
2014
Q3 | $832K | Hold |
8,800
| – | – | 0.04% | 200 |
|
|
2014
Q2 | $771K | Hold |
8,800
| – | – | 0.03% | 202 |
|
|
2014
Q1 | $698K | Sell |
8,800
-20
| -0.2% | -$1.59K | 0.03% | 206 |
|
|
2013
Q4 | $692K | Hold |
8,820
| – | – | 0.03% | 199 |
|
|
2013
Q3 | $620K | Hold |
8,820
| – | – | 0.03% | 200 |
|
|
2013
Q2 | $537K | Buy |
+8,820
| New | +$537K | 0.04% | 124 |
|