Loring Wolcott & Coolidge Fiduciary Advisors’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 | $902K | Sell |
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|
2025
Q2 | $994K | Sell |
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|
2025
Q1 | $884K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $996K | Sell |
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|
2024
Q2 | $969K | Sell |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $897K | Hold |
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|
2023
Q3 | $748K | Buy |
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|
2023
Q2 | $771K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $981K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $984K | Sell |
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|
2021
Q3 | $933K | Hold |
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|
2021
Q2 | $952K | Hold |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $751K | Hold |
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|
2020
Q2 | $712K | Buy |
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|
2020
Q1 | $524K | Hold |
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|
2019
Q4 | $588K | Buy |
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|
2019
Q3 | $500K | Buy |
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|
2019
Q2 | $424K | Sell |
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|
2019
Q1 | $416K | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $404K | Hold |
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|
2018
Q2 | $413K | Sell |
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|
2018
Q1 | $398K | Hold |
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|
2017
Q4 | $364K | Hold |
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|
2017
Q3 | $344K | Hold |
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|
2017
Q2 | $325K | Sell |
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|
2017
Q1 | $291K | Hold |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $178K | Sell |
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|
2016
Q1 | $214K | Hold |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $202K | Hold |
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|
2015
Q2 | $202K | Sell |
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|
2015
Q1 | $204K | Hold |
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|
2014
Q4 | $188K | Hold |
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|
2014
Q3 | $186K | Hold |
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|
2014
Q2 | $172K | Hold |
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|
2014
Q1 | $156K | Buy |
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|
2013
Q4 | $147K | Sell |
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|
2013
Q3 | $133K | Hold |
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|
2013
Q2 | $115K | Buy |
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