Perigon Wealth 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 | $27.8M | Buy |
55,380
+116
| +0.2% | +$58.2K | 0.65% | 28 |
|
|
2025
Q1 | $25.7M | Sell |
55,264
-68
| -0.1% | -$31.7K | 0.66% | 26 |
|
|
2024
Q4 | $26.5M | Sell |
55,332
-323
| -0.6% | -$155K | 0.65% | 25 |
|
|
2024
Q3 | $26.4M | Buy |
55,655
+193
| +0.3% | +$91.6K | 0.7% | 21 |
|
|
2024
Q2 | $23.3M | Sell |
55,462
-549
| -1% | -$231K | 0.68% | 24 |
|
|
2024
Q1 | $22M | Buy |
56,011
+44
| +0.1% | +$17.3K | 0.67% | 26 |
|
|
2023
Q4 | $21.9M | Sell |
55,967
-71
| -0.1% | -$27.7K | 0.71% | 23 |
|
|
2023
Q3 | $17.7M | Sell |
56,038
-229
| -0.4% | -$72.4K | 0.72% | 28 |
|
|
2023
Q2 | $19.6M | Buy |
56,267
+29,086
| +107% | +$10.1M | 0.77% | 24 |
|
|
2023
Q1 | $8.32M | Sell |
27,181
-6
| -0% | -$1.84K | 0.47% | 46 |
|
|
2022
Q4 | $7.57M | Sell |
27,187
-83
| -0.3% | -$23.1K | 0.47% | 43 |
|
|
2022
Q3 | $6.63M | Sell |
27,270
-1,044
| -4% | -$254K | 0.57% | 35 |
|
|
2022
Q2 | $7.7M | Buy |
28,314
+178
| +0.6% | +$48.4K | 0.64% | 29 |
|
|
2022
Q1 | $9.49M | Sell |
28,136
-603
| -2% | -$203K | 0.67% | 26 |
|
|
2021
Q4 | $11.2M | Buy |
28,739
+155
| +0.5% | +$60.5K | 0.8% | 21 |
|
|
2021
Q3 | $10.2M | Sell |
28,584
-30
| -0.1% | -$10.7K | 0.88% | 19 |
|
|
2021
Q2 | $10.4M | Buy |
28,614
+611
| +2% | +$221K | 0.92% | 16 |
|
|
2021
Q1 | $8.36M | Sell |
28,003
-561
| -2% | -$168K | 0.85% | 20 |
|
|
2020
Q4 | $8.29M | Buy |
28,564
+2,213
| +8% | +$642K | 0.96% | 17 |
|
|
2020
Q3 | $7.64M | Buy |
26,351
+287
| +1% | +$83.2K | 1.07% | 17 |
|
|
2020
Q2 | $7.16M | Buy |
26,064
+605
| +2% | +$166K | 1.14% | 16 |
|
|
2020
Q1 | $6.15M | Buy |
25,459
+154
| +0.6% | +$37.2K | 1.15% | 18 |
|
|
2019
Q4 | $6.12M | Buy |
25,305
+1,558
| +7% | +$377K | 1.25% | 16 |
|
|
2019
Q3 | $5.19M | Sell |
23,747
-1,189
| -5% | -$260K | 1.22% | 20 |
|
|
2019
Q2 | $4.87M | Buy |
24,936
+140
| +0.6% | +$27.3K | 1.14% | 21 |
|
|
2019
Q1 | $4.79M | Buy |
24,796
+199
| +0.8% | +$38.5K | 1.11% | 21 |
|
|
2018
Q4 | $3.85M | Buy |
24,597
+60
| +0.2% | +$9.39K | 0.98% | 26 |
|
|
2018
Q3 | $4.1M | Buy |
24,537
+610
| +3% | +$102K | 1.01% | 25 |
|
|
2018
Q2 | $4.08M | Buy |
23,927
+2,675
| +13% | +$456K | 1.23% | 19 |
|
|
2018
Q1 | $3.43M | Buy |
21,252
+532
| +3% | +$85.8K | 1.26% | 20 |
|
|
2017
Q4 | $3.06M | Buy |
20,720
+120
| +0.6% | +$17.7K | 1.14% | 28 |
|
|
2017
Q3 | $2.87M | Buy |
20,600
+600
| +3% | +$83.5K | 0.93% | 31 |
|
|
2017
Q2 | $2.43M | Hold |
20,000
| – | – | 0.53% | 56 |
|
|
2017
Q1 | $2.24M | Hold |
20,000
| – | – | 0.48% | 66 |
|
|
2016
Q4 | $2.26M | Hold |
20,000
| – | – | 0.49% | 64 |
|
|
2016
Q3 | $2.17M | Hold |
20,000
| – | – | 0.56% | 57 |
|
|
2016
Q2 | $1.87M | Hold |
20,000
| – | – | 0.5% | 58 |
|
|
2016
Q1 | $1.93M | Hold |
20,000
| – | – | 0.6% | 50 |
|
|
2015
Q4 | $2.01M | Hold |
20,000
| – | – | 0.55% | 52 |
|
|
2015
Q3 | $1.96M | Hold |
20,000
| – | – | 0.58% | 45 |
|
|
2015
Q2 | $2.16M | Hold |
20,000
| – | – | 0.57% | 52 |
|
|
2015
Q1 | $2.08M | Hold |
20,000
| – | – | 0.57% | 52 |
|
|
2014
Q4 | $1.92M | Hold |
20,000
| – | – | 0.58% | 53 |
|
|
2014
Q3 | $1.89M | Hold |
20,000
| – | – | 0.56% | 53 |
|
|
2014
Q2 | $1.75M | Hold |
20,000
| – | – | 0.5% | 57 |
|
|
2014
Q1 | $1.59M | Hold |
20,000
| – | – | 0.87% | 38 |
|
|
2013
Q4 | $1.57M | Buy |
+20,000
| New | +$1.57M | 0.87% | 39 |
|