Laird Norton Wetherby Wealth Management’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 | $4.15M | Buy |
8,703
+158
| +2% | +$79.6K | 0.17% | 110 |
|
|
2025
Q2 | $4.29M | Buy |
+8,545
| New | +$3.96M | 0.19% | 98 |
|
|
2024
Q4 | $3.9M | Sell |
8,248
-14
| -0.2% | -$6.68K | 0.19% | 93 |
|
|
2024
Q3 | $3.92M | Buy |
8,262
+134
| +2% | +$62.1K | 0.18% | 100 |
|
|
2024
Q2 | $3.42M | Buy |
8,128
+327
| +4% | +$130K | 0.16% | 111 |
|
|
2024
Q1 | $3.07M | Sell |
7,801
-155
| -2% | -$59.8K | 0.15% | 128 |
|
|
2023
Q4 | $3.11M | Buy |
7,956
+351
| +5% | +$122K | 0.16% | 118 |
|
|
2023
Q3 | $2.4M | Buy |
7,605
+42
| +0.6% | +$14.3K | 0.14% | 143 |
|
|
2023
Q2 | $2.63M | Buy |
7,563
+1,239
| +20% | +$393K | 0.14% | 141 |
|
|
2023
Q1 | $1.94M | Buy |
6,324
+428
| +7% | +$129K | 0.11% | 186 |
|
|
2022
Q4 | $1.64M | Sell |
5,896
-222
| -4% | -$60.7K | 0.11% | 209 |
|
|
2022
Q3 | $1.49M | Buy |
6,118
+610
| +11% | +$177K | 0.1% | 204 |
|
|
2022
Q2 | $1.5M | Buy |
5,508
+625
| +13% | +$187K | 0.1% | 203 |
|
|
2022
Q1 | $1.65M | Sell |
4,883
-39
| -0.8% | -$13.1K | 0.09% | 205 |
|
|
2021
Q4 | $1.92M | Buy |
4,922
+142
| +3% | +$54.8K | 0.11% | 174 |
|
|
2021
Q3 | $1.7M | Buy |
4,780
+89
| +2% | +$33.5K | 0.1% | 174 |
|
|
2021
Q2 | $1.7M | Buy |
4,691
+254
| +6% | +$84.5K | 0.1% | 183 |
|
|
2021
Q1 | $1.32M | Sell |
4,437
-76
| -2% | -$21.4K | 0.1% | 200 |
|
|
2020
Q4 | $1.31M | Sell |
4,513
-189
| -4% | -$52.9K | 0.09% | 217 |
|
|
2020
Q3 | $1.36M | Sell |
4,702
-45
| -0.9% | -$12.8K | 0.12% | 163 |
|
|
2020
Q2 | $1.3M | Sell |
4,747
-30
| -0.6% | -$7.62K | 0.12% | 158 |
|
|
2020
Q1 | $1.01M | Buy |
4,777
+456
| +11% | +$111K | 0.11% | 189 |
|
|
2019
Q4 | $1.02M | Sell |
4,321
-113
| -3% | -$25.1K | 0.1% | 212 |
|
|
2019
Q3 | $908K | Buy |
4,434
+22
| +0.5% | +$4.61K | 0.09% | 226 |
|
|
2019
Q2 | $861K | Buy |
4,412
+108
| +3% | +$20.5K | 0.09% | 233 |
|
|
2019
Q1 | $779K | Buy |
4,304
+72
| +2% | +$11.8K | 0.1% | 237 |
|
|
2018
Q4 | $592K | Buy |
4,232
+216
| +5% | +$32.6K | 0.08% | 277 |
|
|
2018
Q3 | $672K | Sell |
4,016
-100
| -2% | -$17.6K | 0.08% | 275 |
|
|
2018
Q2 | $702K | Sell |
4,116
-50
| -1% | -$8.46K | 0.1% | 251 |
|
|
2018
Q1 | $672K | Buy |
4,166
+15
| +0.4% | +$2.43K | 0.09% | 262 |
|
|
2017
Q4 | $613K | Sell |
4,151
-423
| -9% | -$62K | 0.09% | 290 |
|
|
2017
Q3 | $637K | Buy |
4,574
+25
| +0.5% | +$3.29K | 0.09% | 269 |
|
|
2017
Q2 | $553K | Sell |
4,549
-8
| -0.2% | -$936 | 0.09% | 276 |
|
|
2017
Q1 | $511K | Buy |
4,557
+188
| +4% | +$20.2K | 0.09% | 285 |
|
|
2016
Q4 | $412K | Sell |
4,369
-161
| -4% | -$16.3K | 0.08% | 316 |
|
|
2016
Q3 | $491K | Buy |
4,530
+573
| +14% | +$60.3K | 0.1% | 258 |
|
|
2016
Q2 | $371K | Buy |
3,957
+503
| +15% | +$48.6K | 0.08% | 300 |
|
|
2016
Q1 | $334K | Sell |
3,454
-190
| -5% | -$17.1K | 0.08% | 300 |
|
|
2015
Q4 | $366K | Buy |
3,644
+49
| +1% | +$4.91K | 0.09% | 270 |
|
|
2015
Q3 | $353K | Buy |
3,595
+435
| +14% | +$46.3K | 0.09% | 274 |
|
|
2015
Q2 | $342K | Buy |
3,160
+30
| +1% | +$3.23K | 0.08% | 282 |
|
|
2015
Q1 | $325K | Buy |
3,130
+181
| +6% | +$17.5K | 0.08% | 302 |
|
|
2014
Q4 | $282K | Sell |
2,949
-735
| -20% | -$71.3K | 0.07% | 321 |
|
|
2014
Q3 | $348K | Buy |
3,684
+70
| +2% | +$6.41K | 0.1% | 259 |
|
|
2014
Q2 | $317K | Sell |
3,614
-17
| -0.5% | -$1.4K | 0.09% | 287 |
|
|
2014
Q1 | $288K | Buy |
3,631
+29
| +0.8% | +$2.27K | 0.08% | 302 |
|
|
2013
Q4 | $283K | Sell |
3,602
-471
| -12% | -$34.5K | 0.08% | 300 |
|
|
2013
Q3 | $287K | Hold |
4,073
| – | – | 0.09% | 277 |
|
|
2013
Q2 | $249K | Buy |
+4,073
| New | +$247K | 0.09% | 288 |
|
Other funds holding MCO
