IMS Capital 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 | $2.15M | Sell |
4,296
-52
| -1% | -$26.1K | 1.01% | 27 |
|
|
2025
Q1 | $2.02M | Buy |
4,348
+25
| +0.6% | +$11.6K | 1.02% | 32 |
|
|
2024
Q4 | $2.05M | Buy |
4,323
+15
| +0.3% | +$7.1K | 0.95% | 32 |
|
|
2024
Q3 | $2.04M | Hold |
4,308
| – | – | 0.92% | 33 |
|
|
2024
Q2 | $2.04M | Buy |
4,308
+38
| +0.9% | +$18K | 0.95% | 33 |
|
|
2024
Q1 | $1.68M | Buy |
4,270
+30
| +0.7% | +$11.8K | 0.78% | 41 |
|
|
2023
Q4 | $1.66M | Sell |
4,240
-75
| -2% | -$29.3K | 0.81% | 38 |
|
|
2023
Q3 | $1.36M | Buy |
4,315
+5
| +0.1% | +$1.58K | 0.81% | 34 |
|
|
2023
Q2 | $1.5M | Buy |
4,310
+30
| +0.7% | +$10.4K | 0.83% | 35 |
|
|
2023
Q1 | $1.31M | Buy |
4,280
+5
| +0.1% | +$1.53K | 0.78% | 36 |
|
|
2022
Q4 | $1.19M | Buy |
4,275
+20
| +0.5% | +$5.57K | 0.76% | 38 |
|
|
2022
Q3 | $1.04M | Buy |
4,255
+1,112
| +35% | +$270K | 0.71% | 40 |
|
|
2022
Q2 | $855K | Buy |
3,143
+96
| +3% | +$26.1K | 0.55% | 53 |
|
|
2022
Q1 | $1.03M | Buy |
3,047
+827
| +37% | +$279K | 0.54% | 50 |
|
|
2021
Q4 | $867K | Buy |
2,220
+255
| +13% | +$99.6K | 0.45% | 58 |
|
|
2021
Q3 | $698K | Buy |
1,965
+105
| +6% | +$37.3K | 0.4% | 62 |
|
|
2021
Q2 | $674K | Hold |
1,860
| – | – | 0.4% | 65 |
|
|
2021
Q1 | $555K | Hold |
1,860
| – | – | 0.35% | 71 |
|
|
2020
Q4 | $540K | Buy |
1,860
+95
| +5% | +$27.6K | 0.34% | 65 |
|
|
2020
Q3 | $512K | Buy |
1,765
+20
| +1% | +$5.8K | 0.37% | 68 |
|
|
2020
Q2 | $479K | Sell |
1,745
-85
| -5% | -$23.3K | 0.37% | 73 |
|
|
2020
Q1 | $387K | Buy |
1,830
+60
| +3% | +$12.7K | 0.39% | 76 |
|
|
2019
Q4 | $420K | Buy |
1,770
+100
| +6% | +$23.7K | 0.29% | 94 |
|
|
2019
Q3 | $342K | Buy |
1,670
+250
| +18% | +$51.2K | 0.26% | 103 |
|
|
2019
Q2 | $277K | Hold |
1,420
| – | – | 0.21% | 102 |
|
|
2019
Q1 | $257K | Buy |
+1,420
| New | +$257K | 0.21% | 106 |
|
|
2018
Q4 | – | Sell |
-355
| Closed | -$59K | – | 260 |
|
|
2018
Q3 | $59K | Buy |
+355
| New | +$59K | 0.04% | 188 |
|