McLean Asset 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 | $379K | Buy |
762
+23
| +3% | +$11.4K | 0.1% | 104 |
|
|
2025
Q1 | $293K | Sell |
739
-3
| -0.4% | -$1.19K | 0.1% | 111 |
|
|
2024
Q4 | $351K | Buy |
742
+6
| +0.8% | +$2.84K | 0.11% | 100 |
|
|
2024
Q3 | $339K | Buy |
736
+14
| +2% | +$6.45K | 0.1% | 100 |
|
|
2024
Q2 | $316K | Buy |
722
+9
| +1% | +$3.94K | 0.1% | 98 |
|
|
2024
Q1 | $284K | Buy |
713
+3
| +0.4% | +$1.19K | 0.1% | 116 |
|
|
2023
Q4 | $264K | Sell |
710
-2
| -0.3% | -$744 | 0.1% | 119 |
|
|
2023
Q3 | $229K | Sell |
712
-2
| -0.3% | -$644 | 0.09% | 117 |
|
|
2023
Q2 | $248K | Sell |
714
-1
| -0.1% | -$348 | 0.1% | 108 |
|
|
2023
Q1 | $219K | Sell |
715
-5
| -0.7% | -$1.53K | 0.09% | 115 |
|
|
2022
Q4 | $201K | Buy |
+720
| New | +$201K | 0.07% | 134 |
|
|
2022
Q3 | – | Sell |
-716
| Closed | -$203K | – | 133 |
|
|
2022
Q2 | $203K | Sell |
716
-22
| -3% | -$6.24K | 0.08% | 126 |
|
|
2022
Q1 | $249K | Buy |
738
+12
| +2% | +$4.05K | 0.18% | 104 |
|
|
2021
Q4 | $271K | Buy |
726
+7
| +1% | +$2.61K | 0.1% | 104 |
|
|
2021
Q3 | $281K | Hold |
719
| – | – | 0.11% | 97 |
|
|
2021
Q2 | $272K | Hold |
719
| – | – | 0.12% | 85 |
|
|
2021
Q1 | $235K | Buy |
719
+17
| +2% | +$5.56K | 0.19% | 91 |
|
|
2020
Q4 | $204K | Buy |
+702
| New | +$204K | 0.18% | 91 |
|