O'Shaughnessy Asset Management’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 | $16.5M | Buy |
32,917
+5,379
| +20% | +$2.7M | 0.11% | 210 |
|
|
2025
Q1 | $12.8M | Buy |
27,538
+1,306
| +5% | +$608K | 0.1% | 227 |
|
|
2024
Q4 | $12.4M | Buy |
26,232
+1,127
| +4% | +$533K | 0.11% | 198 |
|
|
2024
Q3 | $12M | Buy |
25,105
+2,285
| +10% | +$1.1M | 0.11% | 212 |
|
|
2024
Q2 | $9.61M | Buy |
22,820
+3,096
| +16% | +$1.3M | 0.1% | 231 |
|
|
2024
Q1 | $7.75M | Buy |
19,724
+2,237
| +13% | +$879K | 0.09% | 264 |
|
|
2023
Q4 | $6.83M | Sell |
17,487
-1,491
| -8% | -$582K | 0.09% | 254 |
|
|
2023
Q3 | $6M | Buy |
18,978
+1,560
| +9% | +$493K | 0.09% | 248 |
|
|
2023
Q2 | $6.06M | Buy |
17,418
+342
| +2% | +$119K | 0.09% | 241 |
|
|
2023
Q1 | $5.23M | Buy |
17,076
+4,105
| +32% | +$1.26M | 0.08% | 262 |
|
|
2022
Q4 | $3.61M | Buy |
12,971
+241
| +2% | +$67.1K | 0.06% | 316 |
|
|
2022
Q3 | $3.1M | Buy |
12,730
+3,506
| +38% | +$852K | 0.06% | 309 |
|
|
2022
Q2 | $2.51M | Buy |
9,224
+1,565
| +20% | +$426K | 0.05% | 340 |
|
|
2022
Q1 | $2.58M | Buy |
7,659
+1,882
| +33% | +$635K | 0.04% | 348 |
|
|
2021
Q4 | $2.26M | Buy |
5,777
+1,313
| +29% | +$513K | 0.04% | 352 |
|
|
2021
Q3 | $1.59M | Buy |
4,464
+1,292
| +41% | +$459K | 0.03% | 362 |
|
|
2021
Q2 | $1.15M | Buy |
3,172
+1,349
| +74% | +$489K | 0.02% | 443 |
|
|
2021
Q1 | $544K | Buy |
1,823
+108
| +6% | +$32.2K | 0.01% | 579 |
|
|
2020
Q4 | $498K | Buy |
1,715
+69
| +4% | +$20K | 0.01% | 517 |
|
|
2020
Q3 | $477K | Buy |
1,646
+289
| +21% | +$83.8K | 0.01% | 458 |
|
|
2020
Q2 | $373K | Buy |
1,357
+1,333
| +5,554% | +$366K | 0.01% | 473 |
|
|
2020
Q1 | $5K | Sell |
24
-367
| -94% | -$76.5K | ﹤0.01% | 1078 |
|
|
2019
Q4 | $93K | Buy |
+391
| New | +$93K | ﹤0.01% | 819 |
|
|
2016
Q2 | – | Sell |
-57
| Closed | -$5K | – | 973 |
|
|
2016
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 820 |
|
|
2015
Q4 | – | Sell |
-26,964
| Closed | -$2.65M | – | 965 |
|
|
2015
Q3 | $2.65M | Sell |
26,964
-2,783
| -9% | -$273K | 0.06% | 205 |
|
|
2015
Q2 | $3.21M | Sell |
29,747
-469
| -2% | -$50.6K | 0.07% | 186 |
|
|
2015
Q1 | $3.14M | Buy |
30,216
+10,705
| +55% | +$1.11M | 0.06% | 185 |
|
|
2014
Q4 | $1.87M | Buy |
19,511
+15,929
| +445% | +$1.53M | 0.04% | 252 |
|
|
2014
Q3 | $338K | Buy |
3,582
+2,989
| +504% | +$282K | 0.01% | 457 |
|
|
2014
Q2 | $52K | Sell |
593
-436
| -42% | -$38.2K | ﹤0.01% | 629 |
|
|
2014
Q1 | $82K | Hold |
1,029
| – | – | ﹤0.01% | 604 |
|
|
2013
Q4 | $81K | Sell |
1,029
-32,480
| -97% | -$2.56M | ﹤0.01% | 599 |
|
|
2013
Q3 | $2.36M | Sell |
33,509
-2,614
| -7% | -$184K | 0.06% | 210 |
|
|
2013
Q2 | $2.2M | Buy |
+36,123
| New | +$2.2M | 0.06% | 228 |
|