Global Retirement Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.11M | Buy |
2,174
+1,503
| +224% | +$733K | 0.02% | 626 |
|
|
2025
Q3 | $320K | Buy |
671
+84
| +14% | +$42.3K | 0.01% | 956 |
|
|
2025
Q2 | $294K | Buy |
+587
| New | +$272K | 0.01% | 922 |
|
|
2024
Q4 | $200K | Sell |
422
-13
| -3% | -$6.2K | 0.01% | 953 |
|
|
2024
Q3 | $206K | Sell |
435
-10
| -2% | -$4.63K | 0.01% | 906 |
|
|
2024
Q2 | $187K | Buy |
445
+231
| +108% | +$91.9K | 0.01% | 911 |
|
|
2024
Q1 | $84.1K | Buy |
214
+22
| +11% | +$8.48K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $73.3K | Sell |
192
-3
| -2% | -$1.04K | ﹤0.01% | 1193 |
|
|
2023
Q3 | $61.3K | Buy |
195
+4
| +2% | +$1.36K | ﹤0.01% | 1173 |
|
|
2023
Q2 | $66.4K | Sell |
191
-5
| -3% | -$1.58K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $58.8K | Buy |
196
+62
| +46% | +$18.7K | ﹤0.01% | 1170 |
|
|
2022
Q4 | $37.3K | Buy |
134
+38
| +40% | +$10.4K | ﹤0.01% | 1226 |
|
|
2022
Q3 | $25K | Buy |
96
+27
| +39% | +$7.84K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $19K | Buy |
69
+13
| +23% | +$3.89K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $16K | Buy |
+56
| New | +$18.8K | ﹤0.01% | 1441 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | -$16K | – | 1165 |
|
|
2021
Q3 | $16K | Hold |
45
| – | – | ﹤0.01% | 1280 |
|
|
2021
Q2 | $16K | Buy |
45
+13
| +41% | +$4.33K | ﹤0.01% | 1258 |
|
|
2021
Q1 | $10K | Buy |
32
+3
| +10% | +$845 | ﹤0.01% | 1299 |
|
|
2020
Q4 | $8K | Sell |
29
-10
| -26% | -$2.8K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $11K | Hold |
39
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q2 | $11K | Sell |
39
-2
| -5% | -$508 | ﹤0.01% | 1085 |
|
|
2020
Q1 | $9K | Sell |
41
-26
| -39% | -$6.32K | ﹤0.01% | 1060 |
|
|
2019
Q4 | $16K | Buy |
67
+36
| +116% | +$8K | ﹤0.01% | 1018 |
|
|
2019
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q2 | $6K | Sell |
31
-9
| -23% | -$1.71K | ﹤0.01% | 1244 |
|
|
2019
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q4 | $6K | Buy |
40
+15
| +60% | +$2.26K | ﹤0.01% | 1113 |
|
|
2018
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 1208 |
|
|
2017
Q4 | $4K | Buy |
+25
| New | +$3.66K | ﹤0.01% | 1169 |
|
Other funds holding MCO
PAM
