Guardian Capital’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 | $1.02M | Buy |
2,042
+432
| +27% | +$217K | 0.04% | 119 |
|
|
2025
Q1 | $750K | Buy |
1,610
+31
| +2% | +$14.4K | 0.03% | 118 |
|
|
2024
Q4 | $747K | Buy |
+1,579
| New | +$747K | 0.03% | 119 |
|
|
2017
Q4 | – | Sell |
-89,681
| Closed | -$12.5M | – | 199 |
|
|
2017
Q3 | $12.5M | Buy |
89,681
+5,499
| +7% | +$765K | 0.18% | 77 |
|
|
2017
Q2 | $10.2M | Buy |
84,182
+4,296
| +5% | +$523K | 0.16% | 86 |
|
|
2017
Q1 | $8.95M | Buy |
79,886
+10,105
| +14% | +$1.13M | 0.14% | 91 |
|
|
2016
Q4 | $6.58M | Buy |
69,781
+10,795
| +18% | +$1.02M | 0.1% | 105 |
|
|
2016
Q3 | $6.39M | Buy |
58,986
+5,461
| +10% | +$591K | 0.1% | 101 |
|
|
2016
Q2 | $5.02M | Buy |
53,525
+10,372
| +24% | +$972K | 0.08% | 105 |
|
|
2016
Q1 | $4.17M | Buy |
43,153
+14,212
| +49% | +$1.37M | 0.07% | 108 |
|
|
2015
Q4 | $2.9M | Buy |
28,941
+12,848
| +80% | +$1.29M | 0.06% | 114 |
|
|
2015
Q3 | $1.58M | Buy |
16,093
+991
| +7% | +$97.3K | 0.03% | 123 |
|
|
2015
Q2 | $1.63M | Buy |
15,102
+1,323
| +10% | +$143K | 0.03% | 129 |
|
|
2015
Q1 | $1.43M | Buy |
13,779
+4,830
| +54% | +$501K | 0.02% | 128 |
|
|
2014
Q4 | $857K | Buy |
+8,949
| New | +$857K | 0.01% | 139 |
|