LI
LMCG Investments’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Hold |
5,125
| – | – | 0.16% | 120 |
|
|
2025
Q1 | $2.39M | Buy |
5,125
+77
| +2% | +$35.9K | 0.16% | 127 |
|
|
2024
Q4 | $2.39M | Sell |
5,048
-528
| -9% | -$250K | 0.15% | 128 |
|
|
2024
Q3 | $2.65M | Hold |
5,576
| – | – | 0.16% | 125 |
|
|
2024
Q2 | $2.35M | Sell |
5,576
-531
| -9% | -$224K | 0.14% | 129 |
|
|
2024
Q1 | $2.4M | Hold |
6,107
| – | – | 0.14% | 131 |
|
|
2023
Q4 | $2.39M | Hold |
6,107
| – | – | 0.15% | 137 |
|
|
2023
Q3 | $1.93M | Hold |
6,107
| – | – | 0.13% | 152 |
|
|
2023
Q2 | $2.12M | Hold |
6,107
| – | – | 0.14% | 148 |
|
|
2023
Q1 | $1.87M | Hold |
6,107
| – | – | 0.12% | 159 |
|
|
2022
Q4 | $1.7M | Hold |
6,107
| – | – | 0.12% | 162 |
|
|
2022
Q3 | $1.49M | Sell |
6,107
-67
| -1% | -$16.3K | 0.11% | 190 |
|
|
2022
Q2 | $1.68M | Sell |
6,174
-1,211
| -16% | -$329K | 0.12% | 181 |
|
|
2022
Q1 | $2.49M | Buy |
+7,385
| New | +$2.49M | 0.14% | 151 |
|
|
2015
Q3 | $3.07M | Sell |
31,208
-437
| -1% | -$42.9K | 0.07% | 341 |
|
|
2015
Q2 | $3.42M | Sell |
31,645
-110
| -0.3% | -$11.9K | 0.07% | 325 |
|
|
2015
Q1 | $3.3M | Sell |
31,755
-1,962
| -6% | -$204K | 0.07% | 339 |
|
|
2014
Q4 | $3.23M | Sell |
33,717
-773
| -2% | -$74.1K | 0.07% | 311 |
|
|
2014
Q3 | $3.26M | Sell |
34,490
-492
| -1% | -$46.5K | 0.07% | 303 |
|
|
2014
Q2 | $3.07M | Buy |
34,982
+133
| +0.4% | +$11.7K | 0.07% | 312 |
|
|
2014
Q1 | $2.76M | Buy |
34,849
+1,187
| +4% | +$94.1K | 0.06% | 304 |
|
|
2013
Q4 | $2.64M | Buy |
33,662
+225
| +0.7% | +$17.7K | 0.06% | 310 |
|
|
2013
Q3 | $2.35M | Sell |
33,437
-479
| -1% | -$33.7K | 0.06% | 306 |
|
|
2013
Q2 | $2.07M | Buy |
+33,916
| New | +$2.07M | 0.05% | 308 |
|