Gilbert & Cook’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 | $214K | Sell |
426
-4
| -0.9% | -$2.01K | 0.03% | 197 |
|
|
2025
Q1 | $200K | Buy |
430
+7
| +2% | +$3.26K | 0.03% | 198 |
|
|
2024
Q4 | $200K | Buy |
+423
| New | +$200K | 0.03% | 196 |
|
|
2024
Q2 | – | Sell |
-545
| Closed | -$214K | – | 223 |
|
|
2024
Q1 | $214K | Sell |
545
-116
| -18% | -$45.6K | 0.03% | 213 |
|
|
2023
Q4 | $258K | Sell |
661
-106
| -14% | -$41.4K | 0.04% | 201 |
|
|
2023
Q3 | $243K | Sell |
767
-172
| -18% | -$54.4K | 0.04% | 194 |
|
|
2023
Q2 | $327K | Buy |
939
+40
| +4% | +$13.9K | 0.05% | 159 |
|
|
2023
Q1 | $275K | Buy |
899
+49
| +6% | +$15K | 0.05% | 183 |
|
|
2022
Q4 | $237K | Buy |
850
+28
| +3% | +$7.8K | 0.04% | 191 |
|
|
2022
Q3 | $211K | Buy |
822
+206
| +33% | +$52.9K | 0.05% | 197 |
|
|
2022
Q2 | $168K | Buy |
+616
| New | +$168K | 0.03% | 196 |
|
|
2018
Q3 | – | Sell |
-1,208
| Closed | -$206K | – | 102 |
|
|
2018
Q2 | $206K | Buy |
+1,208
| New | +$206K | 0.07% | 90 |
|
|
2017
Q3 | – | Sell |
-2,288
| Closed | -$278K | – | 122 |
|
|
2017
Q2 | $278K | Buy |
+2,288
| New | +$278K | 0.1% | 103 |
|