HR
Howe & Rusling’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
639
+10
| +2% | +$5.02K | 0.02% | 225 |
|
|
2025
Q1 | $293K | Buy |
629
+4
| +0.6% | +$1.86K | 0.02% | 215 |
|
|
2024
Q4 | $296K | Hold |
625
| – | – | 0.03% | 214 |
|
|
2024
Q3 | $297K | Sell |
625
-3
| -0.5% | -$1.42K | 0.03% | 210 |
|
|
2024
Q2 | $264K | Sell |
628
-81
| -11% | -$34.1K | 0.02% | 212 |
|
|
2024
Q1 | $279K | Buy |
709
+88
| +14% | +$34.6K | 0.03% | 211 |
|
|
2023
Q4 | $243K | Buy |
+621
| New | +$243K | 0.03% | 206 |
|
|
2023
Q3 | – | Sell |
-621
| Closed | -$216K | – | 329 |
|
|
2023
Q2 | $216K | Buy |
+621
| New | +$216K | 0.02% | 215 |
|
|
2022
Q4 | – | Sell |
-641
| Closed | -$156K | – | 736 |
|
|
2022
Q3 | $156K | Hold |
641
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $174K | Buy |
641
+115
| +22% | +$31.2K | 0.02% | 216 |
|
|
2022
Q1 | $177K | Hold |
526
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $205K | Sell |
526
-180
| -25% | -$70.2K | 0.02% | 200 |
|
|
2021
Q3 | $251K | Hold |
706
| – | – | 0.03% | 174 |
|
|
2021
Q2 | $256K | Hold |
706
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $211K | Hold |
706
| – | – | 0.03% | 172 |
|
|
2020
Q4 | $205K | Sell |
706
-790
| -53% | -$229K | 0.03% | 162 |
|
|
2020
Q3 | $434K | Sell |
1,496
-135
| -8% | -$39.2K | 0.07% | 109 |
|
|
2020
Q2 | $448K | Sell |
1,631
-552
| -25% | -$152K | 0.08% | 94 |
|
|
2020
Q1 | $462K | Sell |
2,183
-183
| -8% | -$38.7K | 0.1% | 103 |
|
|
2019
Q4 | $562K | Sell |
2,366
-33
| -1% | -$7.84K | 0.09% | 130 |
|
|
2019
Q3 | $491K | Sell |
2,399
-15
| -0.6% | -$3.07K | 0.09% | 134 |
|
|
2019
Q2 | $471K | Sell |
2,414
-104
| -4% | -$20.3K | 0.08% | 133 |
|
|
2019
Q1 | $456K | Sell |
2,518
-161
| -6% | -$29.2K | 0.08% | 134 |
|
|
2018
Q4 | $375K | Sell |
2,679
-4
| -0.1% | -$560 | 0.08% | 125 |
|
|
2018
Q3 | $449K | Hold |
2,683
| – | – | 0.08% | 109 |
|
|
2018
Q2 | $458K | Sell |
2,683
-210
| -7% | -$35.8K | 0.08% | 102 |
|
|
2018
Q1 | $467K | Sell |
2,893
-617
| -18% | -$99.6K | 0.08% | 113 |
|
|
2017
Q4 | $518K | Buy |
3,510
+60
| +2% | +$8.86K | 0.09% | 113 |
|
|
2017
Q3 | $480K | Hold |
3,450
| – | – | 0.09% | 120 |
|
|
2017
Q2 | $420K | Sell |
3,450
-125
| -3% | -$15.2K | 0.09% | 114 |
|
|
2017
Q1 | $401K | Sell |
3,575
-47,019
| -93% | -$5.27M | 0.08% | 114 |
|
|
2016
Q4 | $4.77M | Sell |
50,594
-2,211
| -4% | -$208K | 1.05% | 39 |
|
|
2016
Q3 | $5.72M | Sell |
52,805
-2,998
| -5% | -$325K | 1.23% | 34 |
|
|
2016
Q2 | $5.23M | Sell |
55,803
-5,380
| -9% | -$504K | 1.15% | 30 |
|
|
2016
Q1 | $5.91M | Sell |
61,183
-2,323
| -4% | -$224K | 1.33% | 24 |
|
|
2015
Q4 | $6.37M | Sell |
63,506
-6,913
| -10% | -$694K | 1.46% | 17 |
|
|
2015
Q3 | $6.92M | Sell |
70,419
-2,320
| -3% | -$228K | 1.72% | 10 |
|
|
2015
Q2 | $7.85M | Sell |
72,739
-4,019
| -5% | -$434K | 1.71% | 8 |
|
|
2015
Q1 | $7.97M | Sell |
76,758
-991
| -1% | -$103K | 1.79% | 9 |
|
|
2014
Q4 | $7.45M | Sell |
77,749
-182
| -0.2% | -$17.4K | 1.79% | 10 |
|
|
2014
Q3 | $7.36M | Sell |
77,931
-34,945
| -31% | -$3.3M | 1.72% | 11 |
|
|
2014
Q2 | $9.9M | Sell |
112,876
-3,705
| -3% | -$325K | 2.22% | 8 |
|
|
2014
Q1 | $9.25M | Sell |
116,581
-1,115
| -0.9% | -$88.4K | 2.27% | 8 |
|
|
2013
Q4 | $9.24M | Buy |
117,696
+45,815
| +64% | +$3.6M | 2.33% | 10 |
|
|
2013
Q3 | $5.06M | Sell |
71,881
-56,881
| -44% | -$4M | 1.85% | 14 |
|
|
2013
Q2 | $7.85M | Buy |
+128,762
| New | +$7.85M | 2.18% | 11 |
|