Roberts Capital Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.04M | Hold |
|
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|
2024
Q2 | $858K | Hold |
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|
2024
Q1 | $858K | Buy |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $790K | Hold |
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|
2021
Q4 | $914K | Buy |
|