Investment House LLC’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 | – | Sell |
-4,699
| Closed | -$2.19M | – | 230 |
|
2025
Q1 | $2.19M | Buy |
+4,699
| New | +$2.19M | 0.12% | 112 |
|
2022
Q2 | – | Sell |
-720
| Closed | -$243K | – | 175 |
|
2022
Q1 | $243K | Hold |
720
| – | – | 0.02% | 166 |
|
2021
Q4 | $281K | Hold |
720
| – | – | 0.02% | 165 |
|
2021
Q3 | $256K | Hold |
720
| – | – | 0.02% | 172 |
|
2021
Q2 | $260K | Hold |
720
| – | – | 0.02% | 180 |
|
2021
Q1 | $215K | Hold |
720
| – | – | 0.02% | 184 |
|
2020
Q4 | $209K | Hold |
720
| – | – | 0.01% | 211 |
|
2020
Q3 | $209K | Buy |
+720
| New | +$209K | 0.02% | 198 |
|