Palisades Hudson Asset Management’s Moody's MCO Stock Holding History

Palisades Hudson Asset Management’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$631K	Hold	1,258	–	–	0.25%	45
2025 Q1	$586K	Hold	1,258	–	–	0.27%	45
2024 Q4	$595K	Hold	1,258	–	–	0.25%	48
2024 Q3	$597K	Hold	1,258	–	–	0.25%	49
2024 Q2	$530K	Hold	1,258	–	–	0.24%	51
2024 Q1	$494K	Hold	1,258	–	–	0.23%	57
2023 Q4	$491K	Hold	1,258	–	–	0.24%	54
2023 Q3	$398K	Hold	1,258	–	–	0.22%	55
2023 Q2	$437K	Hold	1,258	–	–	0.23%	53
2023 Q1	$385K	Hold	1,258	–	–	0.21%	61
2022 Q4	$351K	Hold	1,258	–	–	0.19%	67
2022 Q3	$306K	Hold	1,258	–	–	0.19%	69
2022 Q2	$342K	Hold	1,258	–	–	0.19%	65
2022 Q1	$424K	Hold	1,258	–	–	0.2%	64
2021 Q4	$491K	Hold	1,258	–	–	0.21%	58
2021 Q3	$447K	Hold	1,258	–	–	0.2%	60
2021 Q2	$456K	Hold	1,258	–	–	0.2%	58
2021 Q1	$376K	Hold	1,258	–	–	0.18%	65
2020 Q4	$365K	Hold	1,258	–	–	0.19%	62
2020 Q3	$365K	Hold	1,258	–	–	0.24%	61
2020 Q2	$346K	Hold	1,258	–	–	0.24%	57
2020 Q1	$266K	Hold	1,258	–	–	0.23%	64
2019 Q4	$299K	Hold	1,258	–	–	0.19%	77
2019 Q3	$258K	Hold	1,258	–	–	0.18%	80
2019 Q2	$246K	Hold	1,258	–	–	0.17%	82
2019 Q1	$228K	Sell	1,258 -931	-43%	-$169K	0.15%	88
2018 Q4	$307K	Hold	2,189	–	–	0.18%	77
2018 Q3	$366K	Hold	2,189	–	–	0.19%	72
2018 Q2	$373K	Hold	2,189	–	–	0.2%	66
2018 Q1	$353K	Hold	2,189	–	–	0.19%	67
2017 Q4	$323K	Hold	2,189	–	–	0.18%	76
2017 Q3	$305K	Hold	2,189	–	–	0.17%	80
2017 Q2	$266K	Hold	2,189	–	–	0.16%	93
2017 Q1	$245K	Hold	2,189	–	–	0.16%	86
2016 Q4	$206K	Hold	2,189	–	–	0.13%	94
2016 Q3	$237K	Hold	2,189	–	–	0.18%	81
2016 Q2	$205K	Hold	2,189	–	–	0.17%	89
2016 Q1	$211K	Hold	2,189	–	–	0.17%	91
2015 Q4	$220K	Hold	2,189	–	–	0.19%	84
2015 Q3	$215K	Hold	2,189	–	–	0.19%	81
2015 Q2	$237K	Hold	2,189	–	–	0.2%	74
2015 Q1	$227K	Hold	2,189	–	–	0.18%	78
2014 Q4	$210K	Hold	2,189	–	–	0.17%	82
2014 Q3	$207K	Buy	+2,189	New	+$207K	0.17%	78