Johnson Investment Counsel’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 | $3.42M | Buy |
6,826
+1
| +0% | +$502 | 0.03% | 206 |
|
2025
Q1 | $3.18M | Sell |
6,825
-8
| -0.1% | -$3.73K | 0.03% | 209 |
|
2024
Q4 | $3.23M | Buy |
6,833
+104
| +2% | +$49.2K | 0.03% | 205 |
|
2024
Q3 | $3.19M | Buy |
6,729
+5,511
| +452% | +$2.62M | 0.03% | 218 |
|
2024
Q2 | $513K | Sell |
1,218
-69
| -5% | -$29K | 0.01% | 489 |
|
2024
Q1 | $506K | Sell |
1,287
-719
| -36% | -$283K | 0.01% | 505 |
|
2023
Q4 | $784K | Hold |
2,006
| – | – | 0.01% | 401 |
|
2023
Q3 | $634K | Sell |
2,006
-102
| -5% | -$32.3K | 0.01% | 418 |
|
2023
Q2 | $733K | Sell |
2,108
-31
| -1% | -$10.8K | 0.01% | 401 |
|
2023
Q1 | $655K | Buy |
2,139
+63
| +3% | +$19.3K | 0.01% | 417 |
|
2022
Q4 | $578K | Hold |
2,076
| – | – | 0.01% | 435 |
|
2022
Q3 | $505K | Sell |
2,076
-5
| -0.2% | -$1.22K | 0.01% | 436 |
|
2022
Q2 | $566K | Buy |
2,081
+800
| +62% | +$218K | 0.01% | 420 |
|
2022
Q1 | $432K | Sell |
1,281
-11
| -0.9% | -$3.71K | 0.01% | 502 |
|
2021
Q4 | $505K | Hold |
1,292
| – | – | 0.01% | 468 |
|
2021
Q3 | $459K | Buy |
1,292
+4
| +0.3% | +$1.42K | 0.01% | 459 |
|
2021
Q2 | $467K | Sell |
1,288
-102
| -7% | -$37K | 0.01% | 456 |
|
2021
Q1 | $415K | Sell |
1,390
-50
| -3% | -$14.9K | 0.01% | 449 |
|
2020
Q4 | $418K | Buy |
1,440
+4
| +0.3% | +$1.16K | 0.01% | 434 |
|
2020
Q3 | $416K | Sell |
1,436
-121
| -8% | -$35.1K | 0.01% | 413 |
|
2020
Q2 | $428K | Sell |
1,557
-561
| -26% | -$154K | 0.01% | 407 |
|
2020
Q1 | $448K | Buy |
2,118
+112
| +6% | +$23.7K | 0.01% | 381 |
|
2019
Q4 | $476K | Buy |
+2,006
| New | +$476K | 0.01% | 425 |
|