HighPoint Advisor Group’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 | $1.98M | Sell |
3,942
-59
| -1% | -$29.6K | 0.11% | 158 |
|
|
2025
Q1 | $1.79M | Buy |
4,001
+119
| +3% | +$53.2K | 0.1% | 153 |
|
|
2024
Q4 | $1.99M | Buy |
3,882
+37
| +1% | +$19K | 0.11% | 149 |
|
|
2024
Q3 | $1.75M | Buy |
3,845
+17
| +0.4% | +$7.76K | 0.1% | 161 |
|
|
2024
Q2 | $1.75M | Buy |
3,828
+9
| +0.2% | +$4.12K | 0.1% | 155 |
|
|
2024
Q1 | $1.52M | Buy |
3,819
+24
| +0.6% | +$9.54K | 0.11% | 153 |
|
|
2023
Q4 | $1.47M | Buy |
+3,795
| New | +$1.47M | 0.11% | 155 |
|
|
2022
Q2 | $654K | Buy |
+2,312
| New | +$654K | 0.07% | 223 |
|
|
2021
Q3 | $747K | Sell |
2,103
-266
| -11% | -$94.5K | 0.07% | 221 |
|
|
2021
Q2 | $858K | Buy |
2,369
+427
| +22% | +$155K | 0.09% | 195 |
|
|
2021
Q1 | $610K | Buy |
1,942
+101
| +5% | +$31.7K | 0.07% | 230 |
|
|
2020
Q4 | $520K | Buy |
1,841
+134
| +8% | +$37.8K | 0.06% | 249 |
|
|
2020
Q3 | $497K | Sell |
1,707
-16
| -0.9% | -$4.66K | 0.09% | 189 |
|
|
2020
Q2 | $480K | Buy |
1,723
+54
| +3% | +$15K | 0.1% | 169 |
|
|
2020
Q1 | $409K | Sell |
1,669
-56
| -3% | -$13.7K | 0.1% | 175 |
|
|
2019
Q4 | $442K | Buy |
1,725
+165
| +11% | +$42.3K | 0.09% | 199 |
|
|
2019
Q3 | $340K | Buy |
1,560
+37
| +2% | +$8.06K | 0.08% | 221 |
|
|
2019
Q2 | $308K | Sell |
1,523
-53
| -3% | -$10.7K | 0.07% | 240 |
|
|
2019
Q1 | $303K | Buy |
1,576
+83
| +6% | +$16K | 0.07% | 240 |
|
|
2018
Q4 | $250K | Buy |
1,493
+219
| +17% | +$36.7K | 0.07% | 256 |
|
|
2018
Q3 | $203K | Buy |
1,274
+6
| +0.5% | +$956 | 0.06% | 297 |
|
|
2018
Q2 | $218K | Sell |
1,268
-144
| -10% | -$24.8K | 0.06% | 295 |
|
|
2018
Q1 | $253K | Buy |
1,412
+1
| +0.1% | +$179 | 0.07% | 266 |
|
|
2017
Q4 | $228K | Buy |
+1,411
| New | +$228K | 0.07% | 257 |
|
|
2016
Q4 | – | Sell |
-2,196
| Closed | -$222K | – | 291 |
|
|
2016
Q3 | $222K | Buy |
2,196
+1
| +0% | +$101 | 0.08% | 245 |
|
|
2016
Q2 | $229K | Buy |
+2,195
| New | +$229K | 0.08% | 240 |
|