Patton Albertson Miller Group’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 | $744K | Hold |
1,483
| – | – | 0.1% | 129 |
|
|
2025
Q1 | $691K | Sell |
1,483
-190
| -11% | -$88.5K | 0.1% | 134 |
|
|
2024
Q4 | $792K | Hold |
1,673
| – | – | 0.11% | 128 |
|
|
2024
Q3 | $794K | Buy |
1,673
+497
| +42% | +$236K | 0.11% | 123 |
|
|
2024
Q2 | $495K | Buy |
1,176
+68
| +6% | +$28.6K | 0.07% | 143 |
|
|
2024
Q1 | $435K | Hold |
1,108
| – | – | 0.07% | 151 |
|
|
2023
Q4 | $433K | Hold |
1,108
| – | – | 0.07% | 150 |
|
|
2023
Q3 | $350K | Hold |
1,108
| – | – | 0.07% | 159 |
|
|
2023
Q2 | $385K | Hold |
1,108
| – | – | 0.07% | 153 |
|
|
2023
Q1 | $339K | Hold |
1,108
| – | – | 0.06% | 168 |
|
|
2022
Q4 | $309K | Hold |
1,108
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $269K | Hold |
1,108
| – | – | 0.06% | 183 |
|
|
2022
Q2 | $301K | Hold |
1,108
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $374K | Hold |
1,108
| – | – | 0.06% | 179 |
|
|
2021
Q4 | $433K | Hold |
1,108
| – | – | 0.07% | 186 |
|
|
2021
Q3 | $393K | Buy |
+1,108
| New | +$393K | 0.08% | 189 |
|