Oppenheimer & Co’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
$5.55M Buy
11,072
+8,469
+325% +$4.25M 0.07% 288
2025
Q1
$1.21M Buy
2,603
+350
+16% +$163K 0.02% 724
2024
Q4
$1.07M Sell
2,253
-138
-6% -$65.3K 0.02% 754
2024
Q3
$1.13M Buy
2,391
+4
+0.2% +$1.9K 0.02% 745
2024
Q2
$1M Sell
2,387
-6
-0.3% -$2.53K 0.02% 773
2024
Q1
$941K Buy
2,393
+201
+9% +$79K 0.02% 762
2023
Q4
$856K Buy
2,192
+250
+13% +$97.6K 0.02% 762
2023
Q3
$614K Buy
1,942
+419
+28% +$132K 0.01% 857
2023
Q2
$530K Buy
1,523
+311
+26% +$108K 0.01% 947
2023
Q1
$371K Hold
1,212
0.01% 1061
2022
Q4
$338K Sell
1,212
-136
-10% -$37.9K 0.01% 1044
2022
Q3
$328K Sell
1,348
-60
-4% -$14.6K 0.01% 1034
2022
Q2
$383K Sell
1,408
-45
-3% -$12.2K 0.01% 1014
2022
Q1
$490K Buy
1,453
+15
+1% +$5.06K 0.01% 1012
2021
Q4
$562K Buy
1,438
+52
+4% +$20.3K 0.01% 991
2021
Q3
$492K Buy
1,386
+23
+2% +$8.17K 0.01% 1020
2021
Q2
$494K Hold
1,363
0.01% 1043
2021
Q1
$407K Sell
1,363
-223
-14% -$66.6K 0.01% 1043
2020
Q4
$460K Sell
1,586
-423
-21% -$123K 0.01% 927
2020
Q3
$582K Buy
2,009
+477
+31% +$138K 0.01% 761
2020
Q2
$421K Buy
1,532
+360
+31% +$98.9K 0.01% 858
2020
Q1
$248K Sell
1,172
-30
-2% -$6.35K 0.01% 961
2019
Q4
$285K Sell
1,202
-600
-33% -$142K 0.01% 1043
2019
Q3
$369K Buy
1,802
+172
+11% +$35.2K 0.01% 905
2019
Q2
$318K Sell
1,630
-3
-0.2% -$585 0.01% 983
2019
Q1
$296K Hold
1,633
0.01% 1040
2018
Q4
$229K Hold
1,633
0.01% 1054
2018
Q3
$273K Hold
1,633
0.01% 1104
2018
Q2
$279K Sell
1,633
-3
-0.2% -$513 0.01% 1088
2018
Q1
$264K Sell
1,636
-3
-0.2% -$484 0.01% 1113
2017
Q4
$242K Sell
1,639
-22
-1% -$3.25K 0.01% 1140
2017
Q3
$231K Buy
+1,661
New +$231K 0.01% 1136