Fortis 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 | $741K | Sell |
1,478
-4,707
| -76% | -$2.36M | 0.12% | 88 |
|
|
2025
Q1 | $2.88M | Buy |
6,185
+477
| +8% | +$222K | 0.56% | 53 |
|
|
2024
Q4 | $2.7M | Buy |
5,708
+66
| +1% | +$31.2K | 0.5% | 52 |
|
|
2024
Q3 | $2.68M | Buy |
5,642
+343
| +6% | +$163K | 0.54% | 53 |
|
|
2024
Q2 | $2.23M | Sell |
5,299
-4,467
| -46% | -$1.88M | 0.48% | 51 |
|
|
2024
Q1 | $3.84M | Buy |
9,766
+738
| +8% | +$290K | 1.01% | 23 |
|
|
2023
Q4 | $3.53M | Buy |
9,028
+5,478
| +154% | +$2.14M | 0.9% | 22 |
|
|
2023
Q3 | $1.12M | Buy |
3,550
+383
| +12% | +$121K | 0.35% | 65 |
|
|
2023
Q2 | $1.1M | Buy |
3,167
+88
| +3% | +$30.6K | 0.39% | 44 |
|
|
2023
Q1 | $942K | Buy |
3,079
+414
| +16% | +$127K | 0.38% | 48 |
|
|
2022
Q4 | $743K | Sell |
2,665
-85
| -3% | -$23.7K | 0.55% | 43 |
|
|
2022
Q3 | $669K | Buy |
+2,750
| New | +$669K | 0.57% | 51 |
|
|
2022
Q2 | – | Sell |
-11,722
| Closed | -$3.96M | – | 88 |
|
|
2022
Q1 | $3.96M | Hold |
11,722
| – | – | 2.02% | 20 |
|
|
2021
Q4 | $4.58M | Buy |
11,722
+6,822
| +139% | +$2.66M | 2.37% | 16 |
|
|
2021
Q3 | $1.74M | Hold |
4,900
| – | – | 0.93% | 47 |
|
|
2021
Q2 | $1.78M | Sell |
4,900
-2,100
| -30% | -$761K | 0.9% | 59 |
|
|
2021
Q1 | $2.09M | Hold |
7,000
| – | – | 1.21% | 28 |
|
|
2020
Q4 | $2.03M | Buy |
+7,000
| New | +$2.03M | 1.55% | 29 |
|
|
2020
Q1 | – | Sell |
-4,671
| Closed | -$1.11M | – | 55 |
|
|
2019
Q4 | $1.11M | Buy |
+4,671
| New | +$1.11M | 0.98% | 51 |
|