Monte Financial Group’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 | $1.66M | Buy |
3,303
+24
| +0.7% | +$12K | 0.64% | 46 |
|
|
2025
Q1 | $1.39M | Buy |
3,279
+384
| +13% | +$163K | 0.61% | 44 |
|
|
2024
Q4 | $1.37M | Sell |
2,895
-33
| -1% | -$15.6K | 0.59% | 46 |
|
|
2024
Q3 | $1.39M | Hold |
2,928
| – | – | 0.58% | 44 |
|
|
2024
Q2 | $1.23M | Sell |
2,928
-1
| -0% | -$421 | 0.54% | 50 |
|
|
2024
Q1 | $1.15M | Buy |
2,929
+36
| +1% | +$14.1K | 0.5% | 53 |
|
|
2023
Q4 | $1.13M | Sell |
2,893
-50
| -2% | -$19.5K | 0.53% | 49 |
|
|
2023
Q3 | $931K | Buy |
2,943
+9
| +0.3% | +$2.85K | 0.47% | 51 |
|
|
2023
Q2 | $1.02M | Buy |
2,934
+65
| +2% | +$22.6K | 0.5% | 48 |
|
|
2023
Q1 | $878K | Buy |
2,869
+172
| +6% | +$52.6K | 0.46% | 49 |
|
|
2022
Q4 | $751K | Buy |
2,697
+325
| +14% | +$90.5K | 0.39% | 53 |
|
|
2022
Q3 | $577K | Buy |
2,372
+59
| +3% | +$14.4K | 0.35% | 58 |
|
|
2022
Q2 | $629K | Buy |
2,313
+309
| +15% | +$84K | 0.37% | 49 |
|
|
2022
Q1 | $676K | Buy |
2,004
+21
| +1% | +$7.08K | 0.36% | 56 |
|
|
2021
Q4 | $775K | Buy |
+1,983
| New | +$775K | 0.41% | 48 |
|