Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$401K Buy
+784
New +$383K 0.03% 244
2018
Q4
Sell
-2,090
Closed -$350K 859
2018
Q3
$350K Buy
2,090
+41
+2% +$7.21K 0.01% 767
2018
Q2
$349K Buy
+2,049
New +$347K 0.01% 773
2018
Q1
Sell
-2,881
Closed -$425K 866
2017
Q4
$425K Buy
+2,881
New +$422K 0.01% 768
2017
Q3
Sell
-6,089
Closed -$741K 786
2017
Q2
$741K Hold
6,089
0.01% 704
2017
Q1
$682K Sell
6,089
-19,050
-76% -$2.04M 0.01% 732
2016
Q4
$2.37M Hold
25,139
0.04% 445
2016
Q3
$2.72M Sell
25,139
-321
-1% -$33.8K 0.05% 392
2016
Q2
$2.39M Sell
25,460
-8,288
-25% -$801K 0.04% 475
2016
Q1
$3.26M Buy
33,748
+19,500
+137% +$1.75M 0.05% 356
2015
Q4
$1.43M Buy
14,248
+428
+3% +$42.9K 0.02% 597
2015
Q3
$1.36M Sell
13,820
-1,333
-9% -$142K 0.02% 602
2015
Q2
$1.64M Buy
15,153
+42
+0.3% +$4.52K 0.02% 590
2015
Q1
$1.57M Sell
15,111
-689
-4% -$66.6K 0.02% 589
2014
Q4
$1.51M Sell
15,800
-897
-5% -$87K 0.02% 580
2014
Q3
$1.58M Sell
16,697
-3,192
-16% -$292K 0.02% 577
2014
Q2
$1.74M Sell
19,889
-1,000
-5% -$82.4K 0.03% 552
2014
Q1
$1.66M Sell
20,889
-711
-3% -$55.7K 0.03% 550
2013
Q4
$1.69M Buy
21,600
+17,400
+414% +$1.27M 0.03% 487
2013
Q3
$295K Buy
4,200
+600
+17% +$39.4K 0.01% 885
2013
Q2
$219K Buy
+3,600
New +$218K ﹤0.01% 744

Other funds holding MCO