J.W. Coons Advisors’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 | $1.07M | Hold |
2,128
| – | – | 0.24% | 95 |
|
|
2025
Q1 | $991K | Buy |
2,128
+100
| +5% | +$46.6K | 0.26% | 91 |
|
|
2024
Q4 | $960K | Sell |
2,028
-18
| -0.9% | -$8.52K | 0.25% | 94 |
|
|
2024
Q3 | $971K | Buy |
2,046
+11
| +0.5% | +$5.22K | 0.24% | 96 |
|
|
2024
Q2 | $857K | Buy |
2,035
+185
| +10% | +$77.9K | 0.21% | 101 |
|
|
2024
Q1 | $727K | Buy |
1,850
+100
| +6% | +$39.3K | 0.16% | 119 |
|
|
2023
Q4 | $683K | Hold |
1,750
| – | – | 0.18% | 118 |
|
|
2023
Q3 | $553K | Buy |
1,750
+300
| +21% | +$94.9K | 0.16% | 131 |
|
|
2023
Q2 | $504K | Buy |
1,450
+150
| +12% | +$52.2K | 0.14% | 139 |
|
|
2023
Q1 | $398K | Hold |
1,300
| – | – | 0.11% | 162 |
|
|
2022
Q4 | $362K | Hold |
1,300
| – | – | 0.11% | 167 |
|
|
2022
Q3 | $316K | Sell |
1,300
-50
| -4% | -$12.2K | 0.12% | 168 |
|
|
2022
Q2 | $368K | Hold |
1,350
| – | – | 0.13% | 166 |
|
|
2022
Q1 | $456K | Sell |
1,350
-50
| -4% | -$16.9K | 0.14% | 156 |
|
|
2021
Q4 | $549K | Hold |
1,400
| – | – | 0.17% | 141 |
|
|
2021
Q3 | $499K | Hold |
1,400
| – | – | 0.17% | 141 |
|
|
2021
Q2 | $506K | Sell |
1,400
-200
| -13% | -$72.3K | 0.18% | 139 |
|
|
2021
Q1 | $479K | Sell |
1,600
-424
| -21% | -$127K | 0.17% | 140 |
|
|
2020
Q4 | $590K | Sell |
2,024
-1,985
| -50% | -$579K | 0.23% | 113 |
|
|
2020
Q3 | $1.16M | Sell |
4,009
-173
| -4% | -$50.1K | 0.48% | 58 |
|
|
2020
Q2 | $1.15M | Buy |
4,182
+58
| +1% | +$15.9K | 0.51% | 56 |
|
|
2020
Q1 | $872K | Buy |
+4,124
| New | +$872K | 0.46% | 61 |
|