Harvest Fund Management’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 | $563K | Sell |
1,124
-443
| -28% | -$222K | 0.03% | 235 |
|
|
2025
Q1 | $730K | Buy |
1,567
+1,007
| +180% | +$469K | 0.04% | 234 |
|
|
2024
Q4 | $265K | Hold |
560
| – | – | 0.01% | 428 |
|
|
2024
Q3 | $266K | Buy |
560
+348
| +164% | +$165K | 0.02% | 306 |
|
|
2024
Q2 | $89K | Hold |
212
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $83K | Sell |
212
-678
| -76% | -$265K | 0.01% | 444 |
|
|
2023
Q4 | $348K | Sell |
890
-37
| -4% | -$14.5K | 0.05% | 151 |
|
|
2023
Q3 | $293K | Hold |
927
| – | – | 0.05% | 167 |
|
|
2023
Q2 | $322K | Buy |
927
+332
| +56% | +$115K | 0.06% | 146 |
|
|
2023
Q1 | $182K | Sell |
595
-622
| -51% | -$190K | 0.04% | 230 |
|
|
2022
Q4 | $339K | Buy |
1,217
+1,211
| +20,183% | +$337K | 0.09% | 141 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 783 |
|
|
2022
Q2 | $2K | Sell |
6
-327
| -98% | -$109K | ﹤0.01% | 687 |
|
|
2022
Q1 | $112K | Sell |
333
-175
| -34% | -$58.9K | 0.02% | 320 |
|
|
2021
Q4 | $198K | Buy |
508
+79
| +18% | +$30.8K | 0.03% | 247 |
|
|
2021
Q3 | $152K | Buy |
429
+148
| +53% | +$52.4K | 0.03% | 208 |
|
|
2021
Q2 | $102K | Buy |
281
+51
| +22% | +$18.5K | 0.01% | 275 |
|
|
2021
Q1 | $68K | Sell |
230
-668
| -74% | -$197K | 0.01% | 333 |
|
|
2020
Q4 | $260K | Sell |
898
-664
| -43% | -$192K | 0.02% | 118 |
|
|
2020
Q3 | $461K | Hold |
1,562
| – | – | 0.04% | 90 |
|
|
2020
Q2 | $434K | Hold |
1,562
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $331K | Buy |
1,562
+575
| +58% | +$122K | 0.04% | 88 |
|
|
2019
Q4 | $250K | Buy |
987
+423
| +75% | +$107K | 0.03% | 93 |
|
|
2019
Q3 | $116K | Buy |
564
+363
| +181% | +$74.7K | 0.01% | 170 |
|
|
2019
Q2 | $39K | Buy |
+201
| New | +$39K | ﹤0.01% | 331 |
|
|
2018
Q4 | – | Sell |
-371
| Closed | -$62K | – | 400 |
|
|
2018
Q3 | $62K | Buy |
371
+206
| +125% | +$34.4K | 0.01% | 337 |
|
|
2018
Q2 | $28K | Buy |
+165
| New | +$28K | ﹤0.01% | 267 |
|