Pettee Investors’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	$463K	Hold	924	–	–	0.28%	76
2025 Q1	$430K	Hold	924	–	–	0.26%	82
2024 Q4	$437K	Hold	924	–	–	0.22%	90
2024 Q3	$439K	Hold	924	–	–	0.21%	92
2024 Q2	$389K	Sell	924 -22	-2%	-$9.26K	0.19%	93
2024 Q1	$372K	Hold	946	–	–	0.16%	96
2023 Q4	$369K	Hold	946	–	–	0.16%	98
2023 Q3	$299K	Hold	946	–	–	0.14%	102
2023 Q2	$329K	Hold	946	–	–	0.15%	101
2023 Q1	$289K	Hold	946	–	–	0.14%	102
2022 Q4	$264K	Hold	946	–	–	0.13%	106
2022 Q3	$230K	Hold	946	–	–	0.12%	106
2022 Q2	$257K	Hold	946	–	–	0.13%	107
2022 Q1	$319K	Hold	946	–	–	0.14%	107
2021 Q4	$369K	Hold	946	–	–	0.15%	104
2021 Q3	$336K	Hold	946	–	–	0.16%	103
2021 Q2	$343K	Hold	946	–	–	0.16%	104
2021 Q1	$282K	Hold	946	–	–	0.14%	110
2020 Q4	$275K	Hold	946	–	–	0.15%	109
2020 Q3	$274K	Hold	946	–	–	0.16%	104
2020 Q2	$260K	Hold	946	–	–	0.16%	102
2020 Q1	$200K	Sell	946 -300	-24%	-$63.4K	0.14%	103
2019 Q4	$296K	Hold	1,246	–	–	0.17%	104
2019 Q3	$255K	Hold	1,246	–	–	0.16%	107
2019 Q2	$243K	Hold	1,246	–	–	0.15%	112
2019 Q1	$226K	Buy	+1,246	New	+$226K	0.14%	110
2018 Q4	–	Sell	-1,246	Closed	-$208K	–	111
2018 Q3	$208K	Hold	1,246	–	–	0.12%	113
2018 Q2	$213K	Hold	1,246	–	–	0.13%	109
2018 Q1	$201K	Buy	+1,246	New	+$201K	0.12%	115