IEQ 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 | $5.32M | Buy |
10,602
+1,017
| +11% | +$510K | 0.03% | 402 |
|
2025
Q1 | $4.46M | Buy |
9,585
+206
| +2% | +$95.9K | 0.04% | 373 |
|
2024
Q4 | $4.44M | Sell |
9,379
-14
| -0.1% | -$6.63K | 0.04% | 291 |
|
2024
Q3 | $4.46M | Buy |
9,393
+432
| +5% | +$205K | 0.05% | 213 |
|
2024
Q2 | $3.77M | Buy |
8,961
+762
| +9% | +$321K | 0.05% | 219 |
|
2024
Q1 | $3.22M | Buy |
8,199
+471
| +6% | +$185K | 0.05% | 243 |
|
2023
Q4 | $3.02M | Buy |
7,728
+545
| +8% | +$213K | 0.05% | 225 |
|
2023
Q3 | $2.27M | Sell |
7,183
-70
| -1% | -$22.1K | 0.05% | 243 |
|
2023
Q2 | $2.52M | Sell |
7,253
-201
| -3% | -$69.9K | 0.05% | 231 |
|
2023
Q1 | $2.28M | Buy |
7,454
+911
| +14% | +$279K | 0.05% | 231 |
|
2022
Q4 | $1.82M | Sell |
6,543
-1,294
| -17% | -$360K | 0.05% | 257 |
|
2022
Q3 | $1.91M | Buy |
7,837
+2,303
| +42% | +$560K | 0.05% | 240 |
|
2022
Q2 | $1.51M | Buy |
5,534
+1,689
| +44% | +$459K | 0.05% | 242 |
|
2022
Q1 | $1.3M | Buy |
3,845
+375
| +11% | +$126K | 0.03% | 276 |
|
2021
Q4 | $1.36M | Buy |
3,470
+170
| +5% | +$66.4K | 0.03% | 256 |
|
2021
Q3 | $1.17M | Buy |
3,300
+641
| +24% | +$228K | 0.03% | 264 |
|
2021
Q2 | $963K | Buy |
2,659
+525
| +25% | +$190K | 0.03% | 257 |
|
2021
Q1 | $637K | Buy |
+2,134
| New | +$637K | 0.03% | 249 |
|
2020
Q4 | – | Sell |
-1,734
| Closed | -$503K | – | 321 |
|
2020
Q3 | $503K | Buy |
1,734
+827
| +91% | +$240K | 0.03% | 236 |
|
2020
Q2 | $249K | Sell |
907
-1,087
| -55% | -$298K | 0.02% | 259 |
|
2020
Q1 | $422K | Buy |
1,994
+781
| +64% | +$165K | 0.03% | 229 |
|
2019
Q4 | $288K | Buy |
+1,213
| New | +$288K | 0.03% | 320 |
|