Fogel 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 | $5.56M | Buy |
11,075
+355
| +3% | +$178K | 2.96% | 11 |
|
|
2025
Q1 | $4.99M | Sell |
10,720
-45
| -0.4% | -$21K | 2.69% | 13 |
|
|
2024
Q4 | $5.1M | Sell |
10,765
-35
| -0.3% | -$16.6K | 2.56% | 12 |
|
|
2024
Q3 | $5.13M | Sell |
10,800
-525
| -5% | -$249K | 2.64% | 14 |
|
|
2024
Q2 | $4.77M | Buy |
11,325
+175
| +2% | +$73.7K | 2.54% | 13 |
|
|
2024
Q1 | $4.24M | Buy |
11,150
+40
| +0.4% | +$15.2K | 2.5% | 13 |
|
|
2023
Q4 | $4.42M | Buy |
+11,110
| New | +$4.42M | 3.38% | 10 |
|