Fort Point Capital Partners’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 | $418K | Sell |
833
-9
| -1% | -$4.51K | 0.03% | 230 |
|
2025
Q1 | $392K | Sell |
842
-34
| -4% | -$15.8K | 0.04% | 224 |
|
2024
Q4 | $415K | Sell |
876
-14
| -2% | -$6.63K | 0.05% | 216 |
|
2024
Q3 | $422K | Buy |
890
+32
| +4% | +$15.2K | 0.05% | 194 |
|
2024
Q2 | $361K | Sell |
858
-28
| -3% | -$11.8K | 0.05% | 225 |
|
2024
Q1 | $348K | Sell |
886
-17
| -2% | -$6.68K | 0.05% | 227 |
|
2023
Q4 | $353K | Buy |
903
+6
| +0.7% | +$2.34K | 0.05% | 209 |
|
2023
Q3 | $284K | Buy |
897
+35
| +4% | +$11.1K | 0.04% | 213 |
|
2023
Q2 | $300K | Buy |
862
+53
| +7% | +$18.4K | 0.04% | 206 |
|
2023
Q1 | $248K | Hold |
809
| – | – | 0.04% | 230 |
|
2022
Q4 | $225K | Buy |
+809
| New | +$225K | 0.04% | 235 |
|
2022
Q2 | – | Sell |
-729
| Closed | -$246K | – | 277 |
|
2022
Q1 | $246K | Hold |
729
| – | – | 0.03% | 240 |
|
2021
Q4 | $285K | Hold |
729
| – | – | 0.04% | 222 |
|
2021
Q3 | $259K | Buy |
+729
| New | +$259K | 0.04% | 205 |
|