Legacy Private Trust’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 | $577K | Sell |
1,150
-10
| -0.9% | -$5.02K | 0.04% | 186 |
|
|
2025
Q1 | $540K | Hold |
1,160
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $549K | Hold |
1,160
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $551K | Sell |
1,160
-37
| -3% | -$17.6K | 0.04% | 179 |
|
|
2024
Q2 | $504K | Hold |
1,197
| – | – | 0.04% | 177 |
|
|
2024
Q1 | $470K | Sell |
1,197
-35
| -3% | -$13.8K | 0.03% | 182 |
|
|
2023
Q4 | $481K | Hold |
1,232
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $390K | Hold |
1,232
| – | – | 0.03% | 194 |
|
|
2023
Q2 | $428K | Sell |
1,232
-82
| -6% | -$28.5K | 0.04% | 184 |
|
|
2023
Q1 | $402K | Hold |
1,314
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $366K | Hold |
1,314
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $319K | Sell |
1,314
-20
| -1% | -$4.86K | 0.03% | 192 |
|
|
2022
Q2 | $363K | Sell |
1,334
-126
| -9% | -$34.3K | 0.03% | 182 |
|
|
2022
Q1 | $493K | Sell |
1,460
-371
| -20% | -$125K | 0.04% | 192 |
|
|
2021
Q4 | $715K | Hold |
1,831
| – | – | 0.05% | 170 |
|
|
2021
Q3 | $650K | Sell |
1,831
-15
| -0.8% | -$5.33K | 0.05% | 167 |
|
|
2021
Q2 | $669K | Hold |
1,846
| – | – | 0.06% | 166 |
|
|
2021
Q1 | $551K | Sell |
1,846
-271
| -13% | -$80.9K | 0.05% | 170 |
|
|
2020
Q4 | $614K | Sell |
2,117
-45
| -2% | -$13.1K | 0.06% | 157 |
|
|
2020
Q3 | $627K | Sell |
2,162
-10
| -0.5% | -$2.9K | 0.06% | 149 |
|
|
2020
Q2 | $597K | Sell |
2,172
-418
| -16% | -$115K | 0.07% | 145 |
|
|
2020
Q1 | $548K | Sell |
2,590
-1,289
| -33% | -$273K | 0.07% | 143 |
|
|
2019
Q4 | $921K | Sell |
3,879
-100
| -3% | -$23.7K | 0.1% | 145 |
|
|
2019
Q3 | $815K | Sell |
3,979
-245
| -6% | -$50.2K | 0.09% | 145 |
|
|
2019
Q2 | $825K | Sell |
4,224
-121
| -3% | -$23.6K | 0.09% | 145 |
|
|
2019
Q1 | $787K | Sell |
4,345
-1,034
| -19% | -$187K | 0.09% | 140 |
|
|
2018
Q4 | $753K | Sell |
5,379
-1,234
| -19% | -$173K | 0.1% | 145 |
|
|
2018
Q3 | $1.11M | Buy |
6,613
+38
| +0.6% | +$6.36K | 0.13% | 128 |
|
|
2018
Q2 | $1.12M | Sell |
6,575
-676
| -9% | -$115K | 0.13% | 129 |
|
|
2018
Q1 | $1.17M | Sell |
7,251
-871
| -11% | -$141K | 0.14% | 127 |
|
|
2017
Q4 | $1.2M | Sell |
8,122
-640
| -7% | -$94.5K | 0.14% | 122 |
|
|
2017
Q3 | $1.22M | Sell |
8,762
-3,027
| -26% | -$421K | 0.15% | 121 |
|
|
2017
Q2 | $1.43M | Sell |
11,789
-2,585
| -18% | -$314K | 0.18% | 109 |
|
|
2017
Q1 | $1.61M | Sell |
14,374
-6,360
| -31% | -$712K | 0.21% | 111 |
|
|
2016
Q4 | $1.96M | Sell |
20,734
-21,779
| -51% | -$2.05M | 0.27% | 102 |
|
|
2016
Q3 | $4.6M | Buy |
42,513
+30,165
| +244% | +$3.27M | 0.63% | 43 |
|
|
2016
Q2 | $1.16M | Sell |
12,348
-1,360
| -10% | -$127K | 0.17% | 120 |
|
|
2016
Q1 | $1.32M | Buy |
13,708
+1,193
| +10% | +$115K | 0.2% | 113 |
|
|
2015
Q4 | $1.26M | Buy |
12,515
+7,340
| +142% | +$737K | 0.19% | 116 |
|
|
2015
Q3 | $508K | Buy |
+5,175
| New | +$508K | 0.08% | 173 |
|