FineMark National Bank & 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 | $518K | Sell |
1,033
-260
| -20% | -$130K | 0.02% | 295 |
|
|
2025
Q1 | $602K | Sell |
1,293
-33
| -2% | -$15.4K | 0.02% | 270 |
|
|
2024
Q4 | $628K | Sell |
1,326
-15
| -1% | -$7.1K | 0.02% | 259 |
|
|
2024
Q3 | $636K | Buy |
1,341
+71
| +6% | +$33.7K | 0.02% | 257 |
|
|
2024
Q2 | $535K | Hold |
1,270
| – | – | 0.02% | 265 |
|
|
2024
Q1 | $499K | Hold |
1,270
| – | – | 0.02% | 283 |
|
|
2023
Q4 | $496K | Buy |
1,270
+11
| +0.9% | +$4.3K | 0.02% | 282 |
|
|
2023
Q3 | $398K | Sell |
1,259
-52
| -4% | -$16.4K | 0.02% | 297 |
|
|
2023
Q2 | $456K | Buy |
1,311
+67
| +5% | +$23.3K | 0.02% | 291 |
|
|
2023
Q1 | $381K | Buy |
1,244
+129
| +12% | +$39.5K | 0.02% | 305 |
|
|
2022
Q4 | $311K | Sell |
1,115
-36
| -3% | -$10K | 0.01% | 318 |
|
|
2022
Q3 | $280K | Hold |
1,151
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $313K | Sell |
1,151
-26
| -2% | -$7.07K | 0.01% | 331 |
|
|
2022
Q1 | $397K | Buy |
1,177
+20
| +2% | +$6.75K | 0.02% | 318 |
|
|
2021
Q4 | $452K | Sell |
1,157
-86
| -7% | -$33.6K | 0.02% | 314 |
|
|
2021
Q3 | $441K | Buy |
1,243
+13
| +1% | +$4.61K | 0.02% | 299 |
|
|
2021
Q2 | $446K | Buy |
1,230
+265
| +27% | +$96.1K | 0.02% | 307 |
|
|
2021
Q1 | $288K | Hold |
965
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $280K | Sell |
965
-164
| -15% | -$47.6K | 0.01% | 345 |
|
|
2020
Q3 | $327K | Sell |
1,129
-50
| -4% | -$14.5K | 0.02% | 295 |
|
|
2020
Q2 | $324K | Sell |
1,179
-38
| -3% | -$10.4K | 0.02% | 284 |
|
|
2020
Q1 | $257K | Hold |
1,217
| – | – | 0.02% | 292 |
|
|
2019
Q4 | $289K | Buy |
1,217
+77
| +7% | +$18.3K | 0.01% | 311 |
|
|
2019
Q3 | $234K | Buy |
1,140
+18
| +2% | +$3.7K | 0.01% | 331 |
|
|
2019
Q2 | $219K | Buy |
+1,122
| New | +$219K | 0.01% | 332 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$205K | – | 378 |
|
|
2018
Q2 | $205K | Buy |
+1,200
| New | +$205K | 0.01% | 380 |
|
|
2017
Q1 | – | Sell |
-872
| Closed | -$83K | – | 734 |
|
|
2016
Q4 | $83K | Buy |
872
+770
| +755% | +$73.3K | 0.01% | 514 |
|
|
2016
Q3 | $11K | Hold |
102
| – | – | ﹤0.01% | 924 |
|
|
2016
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 952 |
|
|
2016
Q1 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 907 |
|
|
2015
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1458 |
|
|
2015
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1333 |
|
|
2014
Q4 | – | Sell |
-80
| Closed | -$8K | – | 1432 |
|
|
2014
Q3 | $8K | Buy |
80
+38
| +90% | +$3.8K | ﹤0.01% | 1051 |
|
|
2014
Q2 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 1198 |
|