J.P. Morgan Private Wealth Advisors’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.48M | Buy |
+10,992
| New | +$3.48M | 0.01% | 587 |
|
|
2023
Q2 | – | Sell |
-13,702
| Closed | -$4.19M | – | 1727 |
|
|
2023
Q1 | $4.19M | Buy |
13,702
+1,149
| +9% | +$352K | 0.01% | 630 |
|
|
2022
Q4 | $3.5M | Buy |
12,553
+707
| +6% | +$197K | 0.01% | 674 |
|
|
2022
Q3 | $2.88M | Sell |
11,846
-95
| -0.8% | -$23.1K | 0.01% | 720 |
|
|
2022
Q2 | $3.25M | Buy |
11,941
+523
| +5% | +$142K | 0.01% | 693 |
|
|
2022
Q1 | $3.85M | Buy |
11,418
+1,345
| +13% | +$454K | 0.01% | 688 |
|
|
2021
Q4 | $3.93M | Buy |
10,073
+97
| +1% | +$37.9K | 0.01% | 678 |
|
|
2021
Q3 | $3.54M | Buy |
9,976
+389
| +4% | +$138K | 0.01% | 685 |
|
|
2021
Q2 | $3.47M | Buy |
9,587
+2,746
| +40% | +$995K | 0.01% | 686 |
|
|
2021
Q1 | $2.04M | Sell |
6,841
-9,239
| -57% | -$2.76M | 0.01% | 758 |
|
|
2020
Q4 | $4.67M | Buy |
16,080
+2,729
| +20% | +$792K | 0.02% | 502 |
|
|
2020
Q3 | $3.87M | Buy |
13,351
+4,105
| +44% | +$1.19M | 0.02% | 492 |
|
|
2020
Q2 | $2.54M | Buy |
9,246
+3,339
| +57% | +$917K | 0.01% | 520 |
|
|
2020
Q1 | $1.25M | Buy |
5,907
+610
| +12% | +$129K | 0.01% | 642 |
|
|
2019
Q4 | $1.26M | Sell |
5,297
-675
| -11% | -$160K | 0.01% | 719 |
|
|
2019
Q3 | $1.22M | Buy |
5,972
+476
| +9% | +$97.5K | 0.01% | 699 |
|
|
2019
Q2 | $1.07M | Sell |
5,496
-465
| -8% | -$90.8K | 0.01% | 731 |
|
|
2019
Q1 | $1.08M | Buy |
5,961
+2,217
| +59% | +$402K | 0.01% | 770 |
|
|
2018
Q4 | $524K | Sell |
3,744
-3,693
| -50% | -$517K | ﹤0.01% | 951 |
|
|
2018
Q3 | $1.24M | Buy |
7,437
+575
| +8% | +$96.1K | 0.01% | 762 |
|
|
2018
Q2 | $1.17M | Buy |
6,862
+145
| +2% | +$24.7K | 0.01% | 721 |
|
|
2018
Q1 | $1.08M | Buy |
6,717
+887
| +15% | +$143K | 0.01% | 635 |
|
|
2017
Q4 | $860K | Sell |
5,830
-214
| -4% | -$31.6K | 0.01% | 707 |
|
|
2017
Q3 | $842K | Buy |
6,044
+3,181
| +111% | +$443K | 0.01% | 677 |
|
|
2017
Q2 | $349K | Sell |
2,863
-2,204
| -43% | -$269K | ﹤0.01% | 958 |
|
|
2017
Q1 | $568K | Buy |
5,067
+2,036
| +67% | +$228K | ﹤0.01% | 802 |
|
|
2016
Q4 | $286K | Hold |
3,031
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q3 | $328K | Sell |
3,031
-1,802
| -37% | -$195K | ﹤0.01% | 952 |
|
|
2016
Q2 | $452K | Buy |
4,833
+2,671
| +124% | +$250K | ﹤0.01% | 815 |
|
|
2016
Q1 | $209K | Buy |
+2,162
| New | +$209K | ﹤0.01% | 1065 |
|
|
2015
Q3 | – | Sell |
-2,684
| Closed | -$290K | – | 1104 |
|
|
2015
Q2 | $290K | Sell |
2,684
-157
| -6% | -$17K | ﹤0.01% | 855 |
|
|
2015
Q1 | $295K | Sell |
2,841
-164
| -5% | -$17K | ﹤0.01% | 895 |
|
|
2014
Q4 | $288K | Buy |
3,005
+231
| +8% | +$22.1K | ﹤0.01% | 888 |
|
|
2014
Q3 | $262K | Buy |
+2,774
| New | +$262K | ﹤0.01% | 886 |
|