Oak Thistle LLC’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 | $895K | Buy |
+1,784
| New | +$895K | 0.13% | 281 |
|
|
2024
Q4 | – | Sell |
-1,295
| Closed | -$615K | – | 494 |
|
|
2024
Q3 | $615K | Buy |
+1,295
| New | +$615K | 0.2% | 201 |
|
|
2024
Q1 | – | Sell |
-2,648
| Closed | -$1.03M | – | 431 |
|
|
2023
Q4 | $1.03M | Sell |
2,648
-1,375
| -34% | -$537K | 0.3% | 114 |
|
|
2023
Q3 | $1.27M | Buy |
+4,023
| New | +$1.27M | 0.38% | 66 |
|
|
2023
Q2 | – | Sell |
-744
| Closed | -$228K | – | 473 |
|
|
2023
Q1 | $228K | Buy |
+744
| New | +$228K | 0.13% | 310 |
|
|
2022
Q3 | – | Sell |
-1,176
| Closed | -$320K | – | 195 |
|
|
2022
Q2 | $320K | Buy |
1,176
+262
| +29% | +$71.3K | 0.62% | 56 |
|
|
2022
Q1 | $309K | Sell |
914
-741
| -45% | -$251K | 0.16% | 253 |
|
|
2021
Q4 | $646K | Buy |
+1,655
| New | +$646K | 0.5% | 48 |
|