GIM
Generate Investment Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
+9,072
| New | +$4.55M | 0.25% | 88 |
|
|
2024
Q3 | – | Sell |
-27,771
| Closed | -$11.7M | – | 80 |
|
|
2024
Q2 | $11.7M | Buy |
27,771
+3,494
| +14% | +$1.47M | 0.69% | 40 |
|
|
2024
Q1 | $9.54M | Hold |
24,277
| – | – | 0.69% | 47 |
|
|
2023
Q4 | $9.48M | Buy |
+24,277
| New | +$9.48M | 0.82% | 45 |
|