Orion Portfolio Solutions’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 | $3.1M | Buy |
6,666
+135
| +2% | +$62.9K | 0.03% | 513 |
|
|
2024
Q4 | $3.09M | Buy |
6,531
+27
| +0.4% | +$12.8K | 0.03% | 496 |
|
|
2024
Q3 | $3.09M | Buy |
6,504
+45
| +0.7% | +$21.4K | 0.03% | 490 |
|
|
2024
Q2 | $2.72M | Buy |
6,459
+16
| +0.2% | +$6.74K | 0.03% | 512 |
|
|
2024
Q1 | $2.53M | Sell |
6,443
-168
| -3% | -$66K | 0.03% | 546 |
|
|
2023
Q4 | $2.48M | Sell |
6,611
-586
| -8% | -$220K | 0.03% | 536 |
|
|
2023
Q3 | $2.28M | Sell |
7,197
-195
| -3% | -$61.7K | 0.03% | 560 |
|
|
2023
Q2 | $2.57M | Buy |
7,392
+962
| +15% | +$335K | 0.03% | 536 |
|
|
2023
Q1 | $1.97M | Buy |
6,430
+5,390
| +518% | +$1.65M | 0.02% | 597 |
|
|
2022
Q4 | $290K | Buy |
1,040
+176
| +20% | +$49K | 0.01% | 675 |
|
|
2022
Q3 | $210K | Buy |
+864
| New | +$210K | 0.01% | 688 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$236K | – | 724 |
|
|
2022
Q1 | $236K | Buy |
700
+93
| +15% | +$31.4K | 0.01% | 634 |
|
|
2021
Q4 | $237K | Sell |
607
-94
| -13% | -$36.7K | 0.01% | 639 |
|
|
2021
Q3 | $249K | Buy |
+701
| New | +$249K | 0.01% | 568 |
|
|
2020
Q3 | – | Sell |
-537
| Closed | -$148K | – | 1387 |
|
|
2020
Q2 | $148K | Buy |
537
+279
| +108% | +$76.9K | 0.01% | 465 |
|
|
2020
Q1 | $55K | Buy |
258
+87
| +51% | +$18.5K | ﹤0.01% | 570 |
|
|
2019
Q4 | $41K | Buy |
+171
| New | +$41K | ﹤0.01% | 592 |
|