MAI Capital Management’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 | $1.62M | Buy |
3,221
+183
| +6% | +$91.8K | 0.01% | 529 |
|
|
2025
Q1 | $1.41M | Buy |
3,038
+74
| +2% | +$34.5K | 0.01% | 541 |
|
|
2024
Q4 | $1.4M | Buy |
2,964
+743
| +33% | +$352K | 0.01% | 537 |
|
|
2024
Q3 | $1.05M | Sell |
2,221
-526
| -19% | -$250K | 0.01% | 530 |
|
|
2024
Q2 | $1.16M | Buy |
2,747
+202
| +8% | +$85K | 0.01% | 541 |
|
|
2024
Q1 | $1M | Sell |
2,545
-18
| -0.7% | -$7.07K | 0.01% | 561 |
|
|
2023
Q4 | $1M | Buy |
2,563
+167
| +7% | +$65.2K | 0.01% | 452 |
|
|
2023
Q3 | $758K | Sell |
2,396
-3
| -0.1% | -$949 | 0.01% | 491 |
|
|
2023
Q2 | $834K | Buy |
2,399
+19
| +0.8% | +$6.61K | 0.01% | 461 |
|
|
2023
Q1 | $728K | Buy |
2,380
+174
| +8% | +$53.2K | 0.01% | 500 |
|
|
2022
Q4 | $615K | Sell |
2,206
-82
| -4% | -$22.8K | 0.01% | 545 |
|
|
2022
Q3 | $556K | Buy |
2,288
+656
| +40% | +$159K | 0.01% | 506 |
|
|
2022
Q2 | $444K | Buy |
1,632
+51
| +3% | +$13.9K | 0.01% | 550 |
|
|
2022
Q1 | $533K | Sell |
1,581
-8
| -0.5% | -$2.7K | 0.01% | 521 |
|
|
2021
Q4 | $621K | Buy |
1,589
+10
| +0.6% | +$3.91K | 0.01% | 493 |
|
|
2021
Q3 | $561K | Buy |
1,579
+22
| +1% | +$7.82K | 0.01% | 471 |
|
|
2021
Q2 | $564K | Buy |
1,557
+8
| +0.5% | +$2.9K | 0.01% | 466 |
|
|
2021
Q1 | $463K | Buy |
1,549
+38
| +3% | +$11.4K | 0.01% | 470 |
|
|
2020
Q4 | $439K | Buy |
1,511
+44
| +3% | +$12.8K | 0.01% | 453 |
|
|
2020
Q3 | $425K | Buy |
1,467
+25
| +2% | +$7.24K | 0.01% | 396 |
|
|
2020
Q2 | $396K | Sell |
1,442
-93
| -6% | -$25.5K | 0.01% | 396 |
|
|
2020
Q1 | $325K | Buy |
1,535
+44
| +3% | +$9.32K | 0.01% | 402 |
|
|
2019
Q4 | $354K | Buy |
1,491
+97
| +7% | +$23K | 0.01% | 424 |
|
|
2019
Q3 | $286K | Sell |
1,394
-4
| -0.3% | -$821 | 0.01% | 414 |
|
|
2019
Q2 | $273K | Hold |
1,398
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $253K | Buy |
+1,398
| New | +$253K | 0.01% | 367 |
|
|
2018
Q4 | – | Sell |
-1,398
| Closed | -$234K | – | 461 |
|
|
2018
Q3 | $234K | Buy |
1,398
+1
| +0.1% | +$167 | 0.01% | 411 |
|
|
2018
Q2 | $238K | Buy |
1,397
+9
| +0.6% | +$1.53K | 0.01% | 404 |
|
|
2018
Q1 | $224K | Sell |
1,388
-107
| -7% | -$17.3K | 0.01% | 399 |
|
|
2017
Q4 | $221K | Buy |
+1,495
| New | +$221K | 0.01% | 414 |
|