Morningstar Investment 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
Q1 | – | Sell |
-1,676
| Closed | -$793K | – | 161 |
|
|
2024
Q4 | $793K | Hold |
1,676
| – | – | 0.06% | 94 |
|
|
2024
Q3 | $804K | Buy |
1,676
+746
| +80% | +$358K | 0.08% | 108 |
|
|
2024
Q2 | $391K | Hold |
930
| – | – | 0.04% | 141 |
|
|
2024
Q1 | $366K | Hold |
930
| – | – | 0.04% | 143 |
|
|
2023
Q4 | $363K | Sell |
930
-17
| -2% | -$6.64K | 0.04% | 142 |
|
|
2023
Q3 | $299K | Hold |
947
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $329K | Buy |
+947
| New | +$329K | 0.04% | 123 |
|