NorthRock Partners’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 | $1.02M | Buy |
2,033
+305
| +18% | +$153K | 0.03% | 234 |
|
|
2025
Q1 | $805K | Hold |
1,728
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $818K | Sell |
1,728
-60
| -3% | -$28.4K | 0.03% | 233 |
|
|
2024
Q3 | $849K | Buy |
1,788
+65
| +4% | +$30.8K | 0.03% | 238 |
|
|
2024
Q2 | $725K | Buy |
1,723
+213
| +14% | +$89.7K | 0.03% | 249 |
|
|
2024
Q1 | $593K | Buy |
1,510
+113
| +8% | +$44.4K | 0.02% | 310 |
|
|
2023
Q4 | $546K | Buy |
1,397
+673
| +93% | +$263K | 0.02% | 299 |
|
|
2023
Q3 | $229K | Sell |
724
-51
| -7% | -$16.1K | 0.02% | 298 |
|
|
2023
Q2 | $270K | Sell |
775
-59
| -7% | -$20.5K | 0.03% | 230 |
|
|
2023
Q1 | $255K | Sell |
834
-230
| -22% | -$70.3K | 0.03% | 262 |
|
|
2022
Q4 | $297K | Buy |
+1,064
| New | +$297K | 0.03% | 255 |
|