GIA
GHP Investment Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
37,203
+500
| +1% | +$251K | 0.83% | 31 |
|
|
2025
Q1 | $17.1M | Sell |
36,703
-336
| -0.9% | -$156K | 0.82% | 26 |
|
|
2024
Q4 | $17.5M | Sell |
37,039
-547
| -1% | -$259K | 0.82% | 25 |
|
|
2024
Q3 | $17.8M | Sell |
37,586
-535
| -1% | -$254K | 0.82% | 24 |
|
|
2024
Q2 | $16M | Sell |
38,121
-968
| -2% | -$407K | 0.8% | 25 |
|
|
2024
Q1 | $15.4M | Sell |
39,089
-1,117
| -3% | -$439K | 0.76% | 30 |
|
|
2023
Q4 | $15.7M | Buy |
40,206
+39
| +0.1% | +$15.2K | 0.85% | 23 |
|
|
2023
Q3 | $12.7M | Buy |
40,167
+59
| +0.1% | +$18.7K | 0.77% | 27 |
|
|
2023
Q2 | $13.5M | Buy |
40,108
+1,025
| +3% | +$345K | 0.79% | 27 |
|
|
2023
Q1 | $12M | Sell |
39,083
-466
| -1% | -$143K | 0.76% | 23 |
|
|
2022
Q4 | $11M | Sell |
39,549
-648
| -2% | -$181K | 0.75% | 26 |
|
|
2022
Q3 | $9.77M | Buy |
40,197
+620
| +2% | +$151K | 0.75% | 23 |
|
|
2022
Q2 | $10.8M | Buy |
39,577
+448
| +1% | +$122K | 0.8% | 21 |
|
|
2022
Q1 | $13.2M | Buy |
39,129
+142
| +0.4% | +$47.9K | 0.87% | 21 |
|
|
2021
Q4 | $15.2M | Buy |
38,987
+81
| +0.2% | +$31.6K | 1.08% | 17 |
|
|
2021
Q3 | $13.8M | Buy |
38,906
+181
| +0.5% | +$64.3K | 1.09% | 17 |
|
|
2021
Q2 | $14M | Buy |
38,725
+539
| +1% | +$195K | 1.13% | 17 |
|
|
2021
Q1 | $11.4M | Buy |
38,186
+972
| +3% | +$290K | 0.99% | 21 |
|
|
2020
Q4 | $10.8M | Buy |
37,214
+976
| +3% | +$283K | 1.03% | 20 |
|
|
2020
Q3 | $10.5M | Buy |
36,238
+1,402
| +4% | +$406K | 1.19% | 15 |
|
|
2020
Q2 | $9.57M | Buy |
34,836
+3,058
| +10% | +$840K | 1.19% | 14 |
|
|
2020
Q1 | $6.72M | Buy |
31,778
+1,100
| +4% | +$233K | 1.01% | 20 |
|
|
2019
Q4 | $7.28M | Buy |
30,678
+776
| +3% | +$184K | 0.78% | 32 |
|
|
2019
Q3 | $6.13M | Buy |
29,902
+1,433
| +5% | +$294K | 0.76% | 34 |
|
|
2019
Q2 | $5.56M | Buy |
28,469
+417
| +1% | +$81.4K | 0.68% | 39 |
|
|
2019
Q1 | $5.08M | Buy |
28,052
+674
| +2% | +$122K | 0.65% | 45 |
|
|
2018
Q4 | $3.83M | Sell |
27,378
-92
| -0.3% | -$12.9K | 0.58% | 55 |
|
|
2018
Q3 | $4.59M | Buy |
27,470
+1,323
| +5% | +$221K | 0.61% | 46 |
|
|
2018
Q2 | $4.46M | Buy |
26,147
+43
| +0.2% | +$7.34K | 0.63% | 45 |
|
|
2018
Q1 | $4.21M | Sell |
26,104
-37
| -0.1% | -$5.97K | 0.6% | 46 |
|
|
2017
Q4 | $3.86M | Buy |
26,141
+30
| +0.1% | +$4.43K | 0.55% | 52 |
|
|
2017
Q3 | $3.64M | Sell |
26,111
-372
| -1% | -$51.8K | 0.55% | 48 |
|
|
2017
Q2 | $3.22M | Buy |
26,483
+199
| +0.8% | +$24.2K | 0.51% | 55 |
|
|
2017
Q1 | $2.95M | Buy |
26,284
+104
| +0.4% | +$11.7K | 0.51% | 57 |
|
|
2016
Q4 | $2.47M | Buy |
26,180
+637
| +2% | +$60.1K | 0.46% | 66 |
|
|
2016
Q3 | $2.77M | Buy |
25,543
+129
| +0.5% | +$14K | 0.56% | 48 |
|
|
2016
Q2 | $2.38M | Buy |
25,414
+57
| +0.2% | +$5.34K | 0.51% | 48 |
|
|
2016
Q1 | $2.45M | Buy |
25,357
+1,005
| +4% | +$97.1K | 0.55% | 47 |
|
|
2015
Q4 | $2.44M | Buy |
24,352
+1,551
| +7% | +$156K | 0.59% | 38 |
|
|
2015
Q3 | $2.24M | Buy |
22,801
+1,094
| +5% | +$107K | 0.58% | 40 |
|
|
2015
Q2 | $2.43M | Buy |
21,707
+2,015
| +10% | +$225K | 0.6% | 36 |
|
|
2015
Q1 | $2.04M | Buy |
19,692
+975
| +5% | +$101K | 0.54% | 44 |
|
|
2014
Q4 | $1.79M | Buy |
18,717
+414
| +2% | +$39.7K | 0.49% | 47 |
|
|
2014
Q3 | $1.73M | Buy |
18,303
+294
| +2% | +$27.8K | 0.51% | 42 |
|
|
2014
Q2 | $1.58M | Buy |
18,009
+795
| +5% | +$69.7K | 0.47% | 43 |
|
|
2014
Q1 | $1.37M | Buy |
17,214
+904
| +6% | +$71.7K | 0.44% | 45 |
|
|
2013
Q4 | $1.28M | Sell |
16,310
-231
| -1% | -$18.1K | 0.42% | 49 |
|
|
2013
Q3 | $1.16M | Buy |
16,541
+4
| +0% | +$281 | 0.42% | 45 |
|
|
2013
Q2 | $1.01M | Buy |
+16,537
| New | +$1.01M | 0.4% | 52 |
|