J. Safra Sarasin Holding’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 | $40.3M | Buy |
80,437
+3,047
| +4% | +$1.53M | 0.7% | 42 |
|
2025
Q1 | $36M | Buy |
77,390
+3,772
| +5% | +$1.76M | 0.65% | 47 |
|
2024
Q4 | $34.8M | Buy |
73,618
+977
| +1% | +$462K | 0.59% | 49 |
|
2024
Q3 | $34.5M | Buy |
72,641
+3,717
| +5% | +$1.76M | 0.6% | 50 |
|
2024
Q2 | $29M | Buy |
+68,924
| New | +$29M | 0.53% | 55 |
|