Great Lakes Retirement’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 | $1.65M | Buy |
3,288
+103
| +3% | +$51.7K | 0.2% | 107 |
|
|
2025
Q1 | $1.48M | Buy |
3,185
+281
| +10% | +$131K | 0.19% | 114 |
|
|
2024
Q4 | $1.37M | Buy |
2,904
+171
| +6% | +$80.9K | 0.18% | 122 |
|
|
2024
Q3 | $1.3M | Buy |
2,733
+84
| +3% | +$39.9K | 0.17% | 131 |
|
|
2024
Q2 | $1.11M | Buy |
2,649
+278
| +12% | +$117K | 0.15% | 131 |
|
|
2024
Q1 | $932K | Buy |
2,371
+71
| +3% | +$27.9K | 0.14% | 144 |
|
|
2023
Q4 | $898K | Buy |
2,300
+87
| +4% | +$34K | 0.15% | 132 |
|
|
2023
Q3 | $700K | Buy |
2,213
+114
| +5% | +$36K | 0.13% | 148 |
|
|
2023
Q2 | $730K | Buy |
2,099
+29
| +1% | +$10.1K | 0.13% | 144 |
|
|
2023
Q1 | $633K | Buy |
2,070
+133
| +7% | +$40.7K | 0.12% | 143 |
|
|
2022
Q4 | $540K | Buy |
+1,937
| New | +$540K | 0.14% | 110 |
|
|
2020
Q1 | $231K | Sell |
1,154
-3,321
| -74% | -$665K | 0.11% | 133 |
|
|
2019
Q4 | $1.07M | Buy |
+4,475
| New | +$1.07M | 0.33% | 61 |
|