Progressive Investment 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 | $17.1M | Sell |
34,143
-368
| -1% | -$185K | 4.36% | 7 |
|
|
2025
Q1 | $16.1M | Sell |
34,511
-782
| -2% | -$364K | 4.5% | 7 |
|
|
2024
Q4 | $16.7M | Sell |
35,293
-677
| -2% | -$320K | 4.29% | 7 |
|
|
2024
Q3 | $17.1M | Sell |
35,970
-375
| -1% | -$178K | 4.38% | 6 |
|
|
2024
Q2 | $15.3M | Sell |
36,345
-480
| -1% | -$202K | 4.05% | 7 |
|
|
2024
Q1 | $14.5M | Sell |
36,825
-409
| -1% | -$161K | 3.97% | 7 |
|
|
2023
Q4 | $14.5M | Sell |
37,234
-116
| -0.3% | -$45.3K | 4.14% | 5 |
|
|
2023
Q3 | $11.8M | Sell |
37,350
-385
| -1% | -$122K | 3.84% | 6 |
|
|
2023
Q2 | $13.1M | Sell |
37,735
-752
| -2% | -$261K | 4.09% | 6 |
|
|
2023
Q1 | $11.8M | Buy |
38,487
+623
| +2% | +$191K | 3.8% | 7 |
|
|
2022
Q4 | $10.5M | Buy |
37,864
+269
| +0.7% | +$74.9K | 4.09% | 7 |
|
|
2022
Q3 | $9.14M | Buy |
37,595
+253
| +0.7% | +$61.5K | 3.76% | 7 |
|
|
2022
Q2 | $10.2M | Buy |
37,342
+599
| +2% | +$163K | 3.97% | 8 |
|
|
2022
Q1 | $12.4M | Sell |
36,743
-258
| -0.7% | -$87K | 3.91% | 9 |
|
|
2021
Q4 | $14.5M | Sell |
37,001
-685
| -2% | -$268K | 4.01% | 8 |
|
|
2021
Q3 | $13.4M | Buy |
37,686
+231
| +0.6% | +$82K | 3.97% | 8 |
|
|
2021
Q2 | $13.6M | Sell |
37,455
-241
| -0.6% | -$87.3K | 4.23% | 7 |
|
|
2021
Q1 | $11.3M | Buy |
37,696
+313
| +0.8% | +$93.5K | 3.97% | 5 |
|
|
2020
Q4 | $10.9M | Buy |
37,383
+117
| +0.3% | +$34K | 3.91% | 6 |
|
|
2020
Q3 | $10.8M | Sell |
37,266
-435
| -1% | -$126K | 4.28% | 6 |
|
|
2020
Q2 | $10.4M | Sell |
37,701
-10
| -0% | -$2.75K | 4.52% | 5 |
|
|
2020
Q1 | $7.98M | Buy |
37,711
+233
| +0.6% | +$49.3K | 4.44% | 5 |
|
|
2019
Q4 | $8.9M | Buy |
37,478
+349
| +0.9% | +$82.9K | 4.34% | 6 |
|
|
2019
Q3 | $7.61M | Buy |
37,129
+693
| +2% | +$142K | 4.07% | 6 |
|
|
2019
Q2 | $7.12M | Sell |
36,436
-160
| -0.4% | -$31.2K | 3.99% | 6 |
|
|
2019
Q1 | $6.63M | Sell |
36,596
-192
| -0.5% | -$34.8K | 3.85% | 6 |
|
|
2018
Q4 | $5.15M | Buy |
36,788
+1,369
| +4% | +$192K | 3.54% | 8 |
|
|
2018
Q3 | $5.92M | Buy |
35,419
+779
| +2% | +$130K | 3.53% | 8 |
|
|
2018
Q2 | $5.91M | Sell |
34,640
-203
| -0.6% | -$34.6K | 3.81% | 7 |
|
|
2018
Q1 | $5.62M | Buy |
34,843
+659
| +2% | +$106K | 3.77% | 5 |
|
|
2017
Q4 | $5.05M | Buy |
34,184
+1,381
| +4% | +$204K | 3.39% | 10 |
|
|
2017
Q3 | $4.57M | Buy |
32,803
+516
| +2% | +$71.8K | 3.44% | 9 |
|
|
2017
Q2 | $3.93M | Buy |
32,287
+688
| +2% | +$83.7K | 3.06% | 11 |
|
|
2017
Q1 | $3.54M | Buy |
+31,599
| New | +$3.54M | 2.95% | 9 |
|