Jones Financial Companies’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.02M | Buy |
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|
2025
Q2 | $5.56M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $57.2K | Buy |
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|
2023
Q2 | $62.2K | Buy |
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|
2023
Q1 | $24.8K | Sell |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $27K | Sell |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $27K | Sell |
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|
2020
Q4 | $26K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
|