Rothschild & Co Wealth Management (UK)’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 | $553M | Buy |
1,101,804
+15,239
| +1% | +$7.64M | 8.22% | 6 |
|
|
2025
Q1 | $506M | Buy |
1,086,565
+3,475
| +0.3% | +$1.62M | 8.52% | 7 |
|
|
2024
Q4 | $513M | Sell |
1,083,090
-277,620
| -20% | -$131M | 9% | 5 |
|
|
2024
Q3 | $646M | Sell |
1,360,710
-225,073
| -14% | -$107M | 10.26% | 5 |
|
|
2024
Q2 | $668M | Sell |
1,585,783
-85,424
| -5% | -$36M | 11.37% | 3 |
|
|
2024
Q1 | $657M | Buy |
1,671,207
+1,618
| +0.1% | +$636K | 10.89% | 4 |
|
|
2023
Q4 | $652M | Sell |
1,669,589
-24,351
| -1% | -$9.51M | 10.7% | 3 |
|
|
2023
Q3 | $536M | Buy |
1,693,940
+21,145
| +1% | +$6.69M | 9.43% | 3 |
|
|
2023
Q2 | $582M | Sell |
1,672,795
-247,560
| -13% | -$86.1M | 10.48% | 3 |
|
|
2023
Q1 | $588M | Buy |
1,920,355
+45,586
| +2% | +$14M | 11.69% | 2 |
|
|
2022
Q4 | $522M | Buy |
1,874,769
+150,070
| +9% | +$41.8M | 11.59% | 3 |
|
|
2022
Q3 | $419M | Buy |
1,724,699
+18,500
| +1% | +$4.5M | 10.16% | 5 |
|
|
2022
Q2 | $464M | Buy |
1,706,199
+10,709
| +0.6% | +$2.91M | 10.48% | 4 |
|
|
2022
Q1 | $572M | Sell |
1,695,490
-136,131
| -7% | -$45.9M | 10.32% | 4 |
|
|
2021
Q4 | $715M | Buy |
1,831,621
+1,537
| +0.1% | +$600K | 11.88% | 3 |
|
|
2021
Q3 | $650M | Buy |
1,830,084
+24,281
| +1% | +$8.62M | 11.02% | 3 |
|
|
2021
Q2 | $654M | Buy |
1,805,803
+49,802
| +3% | +$18M | 11.15% | 3 |
|
|
2021
Q1 | $524M | Buy |
1,756,001
+58,549
| +3% | +$17.5M | 9.39% | 4 |
|
|
2020
Q4 | $493M | Buy |
1,697,452
+7,155
| +0.4% | +$2.08M | 9.54% | 4 |
|
|
2020
Q3 | $490M | Sell |
1,690,297
-97,139
| -5% | -$28.2M | 10.27% | 4 |
|
|
2020
Q2 | $491M | Sell |
1,787,436
-151,666
| -8% | -$41.7M | 11.23% | 2 |
|
|
2020
Q1 | $410M | Buy |
1,939,102
+35,994
| +2% | +$7.61M | 10.99% | 2 |
|
|
2019
Q4 | $452M | Sell |
1,903,108
-9,027
| -0.5% | -$2.14M | 10.07% | 3 |
|
|
2019
Q3 | $392M | Sell |
1,912,135
-10,991
| -0.6% | -$2.25M | 9.76% | 4 |
|
|
2019
Q2 | $376M | Buy |
1,923,126
+43,312
| +2% | +$8.46M | 6.96% | 7 |
|
|
2019
Q1 | $340M | Buy |
1,879,814
+4,358
| +0.2% | +$789K | 9.54% | 3 |
|
|
2018
Q4 | $263M | Buy |
1,875,456
+632,051
| +51% | +$88.5M | 9.06% | 5 |
|
|
2018
Q3 | $208M | Buy |
1,243,405
+13,409
| +1% | +$2.24M | 6.94% | 7 |
|
|
2018
Q2 | $210M | Buy |
1,229,996
+6,522
| +0.5% | +$1.11M | 6.97% | 8 |
|
|
2018
Q1 | $197M | Buy |
1,223,474
+53,940
| +5% | +$8.7M | 7.04% | 6 |
|
|
2017
Q4 | $173M | Buy |
1,169,534
+657,020
| +128% | +$97M | 6.25% | 7 |
|
|
2017
Q3 | $71.3M | Buy |
+512,514
| New | +$71.3M | 2.76% | 11 |
|