Kovitz Investment Group Partners’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 | $10.1M | Sell |
20,213
-32,972
| -62% | -$16.5M | 0.04% | 304 |
|
|
2025
Q1 | $24.8M | Buy |
53,185
+37,382
| +237% | +$17.4M | 0.12% | 146 |
|
|
2024
Q4 | $7.48M | Sell |
15,803
-307
| -2% | -$145K | 0.04% | 325 |
|
|
2024
Q3 | $6.3M | Buy |
16,110
+2,626
| +19% | +$1.03M | 0.04% | 307 |
|
|
2024
Q2 | $5.68M | Buy |
13,484
+808
| +6% | +$340K | 0.05% | 264 |
|
|
2024
Q1 | $4.98M | Buy |
12,676
+2,134
| +20% | +$839K | 0.06% | 203 |
|
|
2023
Q4 | $4.12M | Sell |
10,542
-2,124
| -17% | -$830K | 0.07% | 179 |
|
|
2023
Q3 | $4M | Buy |
12,666
+144
| +1% | +$45.5K | 0.07% | 173 |
|
|
2023
Q2 | $4.35M | Buy |
12,522
+5,010
| +67% | +$1.74M | 0.06% | 167 |
|
|
2023
Q1 | $2.3M | Sell |
7,512
-8,091
| -52% | -$2.48M | 0.04% | 232 |
|
|
2022
Q4 | $4.35M | Sell |
15,603
-2,193
| -12% | -$611K | 0.09% | 171 |
|
|
2022
Q3 | $4.33M | Sell |
17,796
-491
| -3% | -$119K | 0.1% | 157 |
|
|
2022
Q2 | $4.97M | Buy |
18,287
+969
| +6% | +$264K | 0.11% | 144 |
|
|
2022
Q1 | $5.84M | Buy |
+17,318
| New | +$5.84M | 0.11% | 137 |
|