Gladstone Institutional Advisory’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 | $370K | Buy |
737
+10
| +1% | +$5.02K | 0.02% | 570 |
|
|
2025
Q1 | $339K | Buy |
727
+15
| +2% | +$6.99K | 0.02% | 558 |
|
|
2024
Q4 | $337K | Buy |
712
+6
| +0.8% | +$2.84K | 0.02% | 555 |
|
|
2024
Q3 | $335K | Hold |
706
| – | – | 0.02% | 550 |
|
|
2024
Q2 | $297K | Sell |
706
-3
| -0.4% | -$1.26K | 0.02% | 545 |
|
|
2024
Q1 | $279K | Sell |
709
-31
| -4% | -$12.2K | 0.02% | 546 |
|
|
2023
Q4 | $289K | Buy |
740
+35
| +5% | +$13.7K | 0.02% | 531 |
|
|
2023
Q3 | $223K | Sell |
705
-2
| -0.3% | -$632 | 0.01% | 556 |
|
|
2023
Q2 | $246K | Buy |
707
+1
| +0.1% | +$348 | 0.02% | 557 |
|
|
2023
Q1 | $216K | Sell |
706
-13
| -2% | -$3.98K | 0.01% | 598 |
|
|
2022
Q4 | $200K | Buy |
+719
| New | +$200K | 0.01% | 603 |
|
|
2022
Q3 | – | Sell |
-763
| Closed | -$208K | – | 660 |
|
|
2022
Q2 | $208K | Sell |
763
-68
| -8% | -$18.5K | 0.02% | 599 |
|
|
2022
Q1 | $280K | Sell |
831
-7
| -0.8% | -$2.36K | 0.02% | 570 |
|
|
2021
Q4 | $327K | Sell |
838
-101
| -11% | -$39.4K | 0.03% | 457 |
|
|
2021
Q3 | $333K | Buy |
939
+77
| +9% | +$27.3K | 0.03% | 407 |
|
|
2021
Q2 | $312K | Buy |
+862
| New | +$312K | 0.04% | 389 |
|