Marshall Financial Group (Maryland)’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 | $1.79M | Sell |
3,568
-246
| -6% | -$124K | 0.35% | 60 |
|
|
2025
Q1 | $1.78M | Buy |
3,814
+22
| +0.6% | +$10.2K | 0.39% | 55 |
|
|
2024
Q4 | $1.8M | Buy |
3,792
+13
| +0.3% | +$6.16K | 0.43% | 51 |
|
|
2024
Q3 | $1.79M | Buy |
3,779
+14
| +0.4% | +$6.65K | 0.43% | 56 |
|
|
2024
Q2 | $1.58M | Buy |
3,765
+74
| +2% | +$31.2K | 0.44% | 57 |
|
|
2024
Q1 | $1.45M | Buy |
3,691
+190
| +5% | +$74.7K | 0.42% | 63 |
|
|
2023
Q4 | $1.37M | Buy |
3,501
+2,221
| +174% | +$868K | 0.44% | 60 |
|
|
2023
Q3 | $405K | Sell |
1,280
-15
| -1% | -$4.74K | 0.15% | 133 |
|
|
2023
Q2 | $450K | Sell |
1,295
-166
| -11% | -$57.7K | 0.15% | 130 |
|
|
2023
Q1 | $447K | Sell |
1,461
-3,235
| -69% | -$990K | 0.16% | 133 |
|
|
2022
Q4 | $1.31M | Buy |
4,696
+726
| +18% | +$202K | 0.51% | 62 |
|
|
2022
Q3 | $965K | Sell |
3,970
-2
| -0.1% | -$486 | 0.41% | 69 |
|
|
2022
Q2 | $1.08M | Sell |
3,972
-178
| -4% | -$48.4K | 0.43% | 64 |
|
|
2022
Q1 | $1.4M | Sell |
4,150
-219
| -5% | -$73.9K | 0.57% | 46 |
|
|
2021
Q4 | $1.71M | Buy |
4,369
+23
| +0.5% | +$8.99K | 0.63% | 33 |
|
|
2021
Q3 | $1.54M | Buy |
4,346
+390
| +10% | +$138K | 0.8% | 18 |
|
|
2021
Q2 | $1.43M | Sell |
3,956
-721
| -15% | -$261K | 0.77% | 21 |
|
|
2021
Q1 | $1.4M | Buy |
4,677
+138
| +3% | +$41.2K | 0.83% | 33 |
|
|
2020
Q4 | $1.32M | Buy |
+4,539
| New | +$1.32M | 0.86% | 29 |
|