Roberts Capital Advisors’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 | $1.09M | Hold |
2,183
| – | – | 0.81% | 30 |
|
|
2025
Q1 | $1.02M | Hold |
2,183
| – | – | 0.89% | 27 |
|
|
2024
Q4 | $1.03M | Hold |
2,183
| – | – | 0.87% | 26 |
|
|
2024
Q3 | $1.04M | Hold |
2,183
| – | – | 0.89% | 27 |
|
|
2024
Q2 | $858K | Hold |
2,183
| – | – | 0.82% | 36 |
|
|
2024
Q1 | $858K | Buy |
+2,183
| New | +$858K | 0.82% | 36 |
|
|
2022
Q3 | $569K | Hold |
2,341
| – | – | 0.82% | 36 |
|
|
2022
Q2 | $637K | Hold |
2,341
| – | – | 0.87% | 36 |
|
|
2022
Q1 | $790K | Hold |
2,341
| – | – | 0.82% | 39 |
|
|
2021
Q4 | $914K | Buy |
+2,341
| New | +$914K | 0.85% | 36 |
|