Lion Street Advisors’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 | $329K | Buy |
655
+37
| +6% | +$18.6K | 0.1% | 206 |
|
|
2025
Q1 | $288K | Buy |
+618
| New | +$288K | 0.09% | 210 |
|
|
2024
Q2 | – | Sell |
-531
| Closed | -$207K | – | 273 |
|
|
2024
Q1 | $207K | Hold |
531
| – | – | 0.08% | 236 |
|
|
2023
Q4 | $207K | Buy |
+531
| New | +$207K | 0.08% | 235 |
|
|
2023
Q3 | – | Sell |
-606
| Closed | -$245K | – | 285 |
|
|
2023
Q2 | $245K | Buy |
+606
| New | +$245K | 0.08% | 198 |
|
|
2023
Q1 | – | Sell |
-606
| Closed | -$245K | – | 257 |
|
|
2022
Q4 | $245K | Buy |
+606
| New | +$245K | 0.13% | 130 |
|
|
2022
Q3 | – | Sell |
-606
| Closed | -$247K | – | 155 |
|
|
2022
Q2 | $247K | Hold |
606
| – | – | 0.13% | 129 |
|
|
2022
Q1 | $203K | Hold |
606
| – | – | 0.1% | 139 |
|
|
2021
Q4 | $235K | Hold |
606
| – | – | 0.11% | 137 |
|
|
2021
Q3 | $216K | Buy |
+606
| New | +$216K | 0.12% | 141 |
|