Okabena Investment Services’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 | $1.93M | Sell |
3,853
-1,184
| -24% | -$594K | 0.43% | 43 |
|
|
2025
Q1 | $2.35M | Buy |
5,037
+1,932
| +62% | +$900K | 0.59% | 38 |
|
|
2024
Q4 | $1.47M | Buy |
3,105
+338
| +12% | +$160K | 0.41% | 53 |
|
|
2024
Q3 | $1.31M | Buy |
2,767
+23
| +0.8% | +$10.9K | 0.37% | 54 |
|
|
2024
Q2 | $1.16M | Sell |
2,744
-742
| -21% | -$312K | 0.37% | 54 |
|
|
2024
Q1 | $1.37M | Sell |
3,486
-7,134
| -67% | -$2.8M | 0.46% | 54 |
|
|
2023
Q4 | $4.15M | Sell |
10,620
-961
| -8% | -$375K | 1.62% | 17 |
|
|
2023
Q3 | $3.66M | Sell |
11,581
-758
| -6% | -$240K | 2.85% | 9 |
|
|
2023
Q2 | $4.29M | Sell |
12,339
-2,161
| -15% | -$751K | 3.14% | 7 |
|
|
2023
Q1 | $4.44M | Buy |
14,500
+3,129
| +28% | +$958K | 3.1% | 9 |
|
|
2022
Q4 | $3.17M | Sell |
11,371
-471
| -4% | -$131K | 2.1% | 10 |
|
|
2022
Q3 | $2.88M | Buy |
11,842
+7,621
| +181% | +$1.85M | 1.39% | 16 |
|
|
2022
Q2 | $1.15M | Buy |
4,221
+994
| +31% | +$270K | 0.59% | 44 |
|
|
2022
Q1 | $1.09M | Buy |
3,227
+150
| +5% | +$50.6K | 0.46% | 58 |
|
|
2021
Q4 | $1.2M | Buy |
3,077
+41
| +1% | +$16K | 0.46% | 55 |
|
|
2021
Q3 | $1.08M | Sell |
3,036
-620
| -17% | -$220K | 0.57% | 48 |
|
|
2021
Q2 | $1.33M | Sell |
3,656
-236
| -6% | -$85.5K | 0.62% | 45 |
|
|
2021
Q1 | $1.16M | Buy |
3,892
+453
| +13% | +$135K | 0.63% | 44 |
|
|
2020
Q4 | $998K | Sell |
3,439
-809
| -19% | -$235K | 0.58% | 50 |
|
|
2020
Q3 | $1.23M | Hold |
4,248
| – | – | 0.94% | 36 |
|
|
2020
Q2 | $1.17M | Sell |
4,248
-3,394
| -44% | -$932K | 1.02% | 30 |
|
|
2020
Q1 | $1.62M | Sell |
7,642
-7,230
| -49% | -$1.53M | 1.84% | 16 |
|
|
2019
Q4 | $3.53M | Buy |
+14,872
| New | +$3.53M | 3.28% | 6 |
|