HM Payson & Co’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.61M | Hold |
3,458
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $1.64M | Buy |
3,458
+275
| +9% | +$130K | 0.03% | 165 |
|
|
2024
Q3 | $1.51M | Buy |
3,183
+1
| +0% | +$475 | 0.03% | 179 |
|
|
2024
Q2 | $1.34M | Hold |
3,182
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $1.25M | Hold |
3,182
| – | – | 0.02% | 191 |
|
|
2023
Q4 | $1.24M | Buy |
3,182
+320
| +11% | +$125K | 0.03% | 184 |
|
|
2023
Q3 | $905K | Buy |
2,862
+35
| +1% | +$11.1K | 0.02% | 209 |
|
|
2023
Q2 | $983K | Hold |
2,827
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $865K | Hold |
2,827
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $788K | Sell |
2,827
-185
| -6% | -$51.5K | 0.02% | 205 |
|
|
2022
Q3 | $732K | Sell |
3,012
-1
| -0% | -$243 | 0.02% | 206 |
|
|
2022
Q2 | $819K | Sell |
3,013
-29
| -1% | -$7.88K | 0.02% | 206 |
|
|
2022
Q1 | $1.03M | Sell |
3,042
-195
| -6% | -$65.8K | 0.02% | 202 |
|
|
2021
Q4 | $1.26M | Sell |
3,237
-12
| -0.4% | -$4.69K | 0.03% | 190 |
|
|
2021
Q3 | $1.15M | Hold |
3,249
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $1.18M | Hold |
3,249
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $970K | Sell |
3,249
-26
| -0.8% | -$7.76K | 0.03% | 210 |
|
|
2020
Q4 | $951K | Hold |
3,275
| – | – | 0.03% | 213 |
|
|
2020
Q3 | $949K | Buy |
3,275
+12
| +0.4% | +$3.48K | 0.03% | 195 |
|
|
2020
Q2 | $896K | Sell |
3,263
-65
| -2% | -$17.8K | 0.03% | 192 |
|
|
2020
Q1 | $704K | Hold |
3,328
| – | – | 0.03% | 192 |
|
|
2019
Q4 | $790K | Hold |
3,328
| – | – | 0.03% | 226 |
|
|
2019
Q3 | $682K | Buy |
3,328
+618
| +23% | +$127K | 0.02% | 232 |
|
|
2019
Q2 | $529K | Buy |
+2,710
| New | +$529K | 0.02% | 263 |
|
|
2018
Q4 | – | Sell |
-2,910
| Closed | -$487K | – | 256 |
|
|
2018
Q3 | $487K | Sell |
2,910
-66,094
| -96% | -$11.1M | 0.02% | 228 |
|
|
2018
Q2 | $11.8M | Buy |
69,004
+27
| +0% | +$4.61K | 0.5% | 55 |
|
|
2018
Q1 | $11.1M | Buy |
68,977
+8
| +0% | +$1.29K | 0.46% | 58 |
|
|
2017
Q4 | $10.2M | Sell |
68,969
-842
| -1% | -$124K | 0.41% | 66 |
|
|
2017
Q3 | $9.72M | Hold |
69,811
| – | – | 0.42% | 62 |
|
|
2017
Q2 | $8.5M | Hold |
69,811
| – | – | 0.38% | 65 |
|
|
2017
Q1 | $7.82M | Hold |
69,811
| – | – | 0.36% | 70 |
|
|
2016
Q4 | $6.58M | Sell |
69,811
-1,350
| -2% | -$127K | 0.31% | 78 |
|
|
2016
Q3 | $7.71M | Sell |
71,161
-97
| -0.1% | -$10.5K | 0.38% | 68 |
|
|
2016
Q2 | $6.68M | Sell |
71,258
-179
| -0.3% | -$16.8K | 0.33% | 71 |
|
|
2016
Q1 | $6.9M | Sell |
71,437
-6,614
| -8% | -$639K | 0.36% | 68 |
|
|
2015
Q4 | $7.83M | Hold |
78,051
| – | – | 0.4% | 67 |
|
|
2015
Q3 | $7.67M | Sell |
78,051
-5,106
| -6% | -$501K | 0.42% | 65 |
|
|
2015
Q2 | $8.98M | Sell |
83,157
-2,692
| -3% | -$291K | 0.45% | 65 |
|
|
2015
Q1 | $8.91M | Sell |
85,849
-1,000
| -1% | -$104K | 0.45% | 67 |
|
|
2014
Q4 | $8.32M | Hold |
86,849
| – | – | 0.41% | 71 |
|
|
2014
Q3 | $8.21M | Sell |
86,849
-112
| -0.1% | -$10.6K | 0.42% | 72 |
|
|
2014
Q2 | $7.62M | Sell |
86,961
-4,937
| -5% | -$433K | 0.39% | 75 |
|
|
2014
Q1 | $7.29M | Sell |
91,898
-200
| -0.2% | -$15.9K | 0.39% | 77 |
|
|
2013
Q4 | $7.23M | Sell |
92,098
-1,537
| -2% | -$121K | 0.39% | 74 |
|
|
2013
Q3 | $6.59M | Sell |
93,635
-2,265
| -2% | -$159K | 0.38% | 75 |
|
|
2013
Q2 | $5.84M | Buy |
+95,900
| New | +$5.84M | 0.35% | 73 |
|