LGT Group Foundation’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 | $8.14M | Sell |
16,237
-2,609
| -14% | -$1.31M | 0.1% | 111 |
|
2025
Q1 | $8.78M | Sell |
18,846
-752
| -4% | -$350K | 0.12% | 103 |
|
2024
Q4 | $9.28M | Sell |
19,598
-3,424
| -15% | -$1.62M | 0.14% | 95 |
|
2024
Q3 | $10.8M | Buy |
23,022
+8,026
| +54% | +$3.77M | 0.18% | 88 |
|
2024
Q2 | $6.31M | Sell |
14,996
-2,160
| -13% | -$909K | 0.1% | 118 |
|
2024
Q1 | $6.74M | Sell |
17,156
-75
| -0.4% | -$29.5K | 0.16% | 105 |
|
2023
Q4 | $6.73M | Buy |
17,231
+364
| +2% | +$142K | 0.15% | 119 |
|
2023
Q3 | $5.33M | Buy |
16,867
+2,080
| +14% | +$658K | 0.13% | 128 |
|
2023
Q2 | $5.14M | Buy |
14,787
+4,755
| +47% | +$1.65M | 0.12% | 135 |
|
2023
Q1 | $3.07M | Buy |
10,032
+548
| +6% | +$168K | 0.09% | 171 |
|
2022
Q4 | $2.64M | Sell |
9,484
-26,241
| -73% | -$7.31M | 0.08% | 172 |
|
2022
Q3 | $8.69M | Buy |
35,725
+6,222
| +21% | +$1.51M | 0.34% | 73 |
|
2022
Q2 | $8.02M | Buy |
29,503
+117
| +0.4% | +$31.8K | 0.24% | 94 |
|
2022
Q1 | $10M | Buy |
29,386
+5,490
| +23% | +$1.87M | 0.23% | 92 |
|
2021
Q4 | $9.33M | Buy |
+23,896
| New | +$9.33M | 0.24% | 96 |
|