Riverview Trust Company’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 | – | Sell |
-45
| Closed | -$21K | – | 433 |
|
|
2025
Q1 | $21K | Sell |
45
-4
| -8% | -$1.86K | 0.02% | 413 |
|
|
2024
Q4 | $23.2K | Buy |
49
+2
| +4% | +$947 | 0.02% | 407 |
|
|
2024
Q3 | $22.3K | Buy |
47
+2
| +4% | +$949 | 0.02% | 421 |
|
|
2024
Q2 | $18.9K | Hold |
45
| – | – | 0.02% | 457 |
|
|
2024
Q1 | $17.7K | Buy |
+45
| New | +$17.7K | 0.01% | 532 |
|
|
2023
Q4 | – | Sell |
-45
| Closed | -$14.2K | – | 418 |
|
|
2023
Q3 | $14.2K | Hold |
45
| – | – | 0.01% | 569 |
|
|
2023
Q2 | $15.6K | Hold |
45
| – | – | 0.01% | 490 |
|
|
2023
Q1 | $13.8K | Sell |
45
-597
| -93% | -$183K | 0.01% | 547 |
|
|
2022
Q4 | $179K | Hold |
642
| – | – | 0.17% | 98 |
|
|
2022
Q3 | $156K | Sell |
642
-173
| -21% | -$42K | 0.15% | 107 |
|
|
2022
Q2 | $222K | Buy |
815
+107
| +15% | +$29.1K | 0.19% | 85 |
|
|
2022
Q1 | $239K | Buy |
708
+111
| +19% | +$37.5K | 0.18% | 91 |
|
|
2021
Q4 | $233 | Hold |
597
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $212K | Hold |
597
| – | – | 0.22% | 77 |
|
|
2021
Q2 | $216K | Hold |
597
| – | – | 0.23% | 80 |
|
|
2021
Q1 | $178K | Hold |
597
| – | – | 0.2% | 84 |
|
|
2020
Q4 | $173K | Hold |
597
| – | – | 0.19% | 81 |
|
|
2020
Q3 | $173K | Sell |
597
-958
| -62% | -$278K | 0.2% | 81 |
|
|
2020
Q2 | $427K | Hold |
1,555
| – | – | 0.41% | 45 |
|
|
2020
Q1 | $329K | Sell |
1,555
-417
| -21% | -$88.2K | 0.32% | 57 |
|
|
2019
Q4 | $468K | Hold |
1,972
| – | – | 0.31% | 58 |
|
|
2019
Q3 | $404K | Hold |
1,972
| – | – | 0.28% | 69 |
|
|
2019
Q2 | $385K | Hold |
1,972
| – | – | 0.27% | 71 |
|
|
2019
Q1 | $357K | Hold |
1,972
| – | – | 0.27% | 73 |
|
|
2018
Q4 | $276K | Buy |
+1,972
| New | +$276K | 0.22% | 79 |
|