Rothschild Investment LLC’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 | $351K | Buy |
699
+16
| +2% | +$8.03K | 0.02% | 401 |
|
|
2025
Q1 | $318K | Buy |
683
+2
| +0.3% | +$931 | 0.02% | 410 |
|
|
2024
Q4 | $322K | Hold |
681
| – | – | 0.02% | 412 |
|
|
2024
Q3 | $323K | Buy |
681
+5
| +0.7% | +$2.37K | 0.02% | 418 |
|
|
2024
Q2 | $285K | Buy |
676
+131
| +24% | +$55.1K | 0.02% | 431 |
|
|
2024
Q1 | $214K | Buy |
545
+10
| +2% | +$3.93K | 0.02% | 454 |
|
|
2023
Q4 | $209K | Buy |
+535
| New | +$209K | 0.02% | 404 |
|
|
2017
Q3 | – | Sell |
-1,791
| Closed | -$218K | – | 425 |
|
|
2017
Q2 | $218K | Hold |
1,791
| – | – | 0.02% | 405 |
|
|
2017
Q1 | $201K | Buy |
+1,791
| New | +$201K | 0.02% | 425 |
|