Roundview Capital’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 | $5.86M | Buy |
11,684
+795
| +7% | +$399K | 0.39% | 59 |
|
|
2025
Q1 | $5.07M | Buy |
10,889
+508
| +5% | +$237K | 0.37% | 67 |
|
|
2024
Q4 | $4.91M | Buy |
10,381
+256
| +3% | +$121K | 0.34% | 66 |
|
|
2024
Q3 | $4.81M | Buy |
10,125
+179
| +2% | +$85K | 0.35% | 73 |
|
|
2024
Q2 | $4.19M | Buy |
9,946
+1,970
| +25% | +$829K | 0.33% | 71 |
|
|
2024
Q1 | $3.13M | Buy |
7,976
+341
| +4% | +$134K | 0.26% | 86 |
|
|
2023
Q4 | $2.98M | Sell |
7,635
-173
| -2% | -$67.6K | 0.27% | 83 |
|
|
2023
Q3 | $2.47M | Sell |
7,808
-540
| -6% | -$171K | 0.25% | 96 |
|
|
2023
Q2 | $2.9M | Buy |
8,348
+2,056
| +33% | +$715K | 0.28% | 88 |
|
|
2023
Q1 | $1.93M | Buy |
6,292
+529
| +9% | +$162K | 0.2% | 123 |
|
|
2022
Q4 | $1.61M | Buy |
5,763
+67
| +1% | +$18.7K | 0.18% | 135 |
|
|
2022
Q3 | $1.39M | Buy |
5,696
+820
| +17% | +$199K | 0.17% | 133 |
|
|
2022
Q2 | $1.33M | Buy |
4,876
+769
| +19% | +$209K | 0.16% | 140 |
|
|
2022
Q1 | $1.39M | Sell |
4,107
-74
| -2% | -$25K | 0.14% | 149 |
|
|
2021
Q4 | $1.63M | Buy |
4,181
+37
| +0.9% | +$14.5K | 0.16% | 141 |
|
|
2021
Q3 | $1.47M | Buy |
4,144
+111
| +3% | +$39.4K | 0.16% | 141 |
|
|
2021
Q2 | $1.46M | Buy |
4,033
+611
| +18% | +$221K | 0.16% | 146 |
|
|
2021
Q1 | $1.02M | Buy |
3,422
+5
| +0.1% | +$1.49K | 0.13% | 164 |
|
|
2020
Q4 | $992K | Buy |
3,417
+2
| +0.1% | +$581 | 0.14% | 151 |
|
|
2020
Q3 | $990K | Sell |
3,415
-4
| -0.1% | -$1.16K | 0.16% | 135 |
|
|
2020
Q2 | $939K | Sell |
3,419
-72
| -2% | -$19.8K | 0.16% | 138 |
|
|
2020
Q1 | $738K | Buy |
3,491
+927
| +36% | +$196K | 0.16% | 154 |
|
|
2019
Q4 | $609K | Buy |
2,564
+330
| +15% | +$78.4K | 0.12% | 169 |
|
|
2019
Q3 | $458K | Hold |
2,234
| – | – | 0.1% | 176 |
|
|
2019
Q2 | $436K | Hold |
2,234
| – | – | 0.1% | 177 |
|
|
2019
Q1 | $405K | Hold |
2,234
| – | – | 0.1% | 171 |
|
|
2018
Q4 | $313K | Sell |
2,234
-215
| -9% | -$30.1K | 0.09% | 170 |
|
|
2018
Q3 | $409K | Hold |
2,449
| – | – | 0.1% | 170 |
|
|
2018
Q2 | $418K | Sell |
2,449
-30
| -1% | -$5.12K | 0.11% | 175 |
|
|
2018
Q1 | $400K | Sell |
2,479
-30
| -1% | -$4.84K | 0.11% | 165 |
|
|
2017
Q4 | $370K | Hold |
2,509
| – | – | 0.1% | 181 |
|
|
2017
Q3 | $349K | Sell |
2,509
-100
| -4% | -$13.9K | 0.1% | 176 |
|
|
2017
Q2 | $317K | Hold |
2,609
| – | – | 0.09% | 184 |
|
|
2017
Q1 | $292K | Hold |
2,609
| – | – | 0.09% | 175 |
|
|
2016
Q4 | $246K | Hold |
2,609
| – | – | 0.08% | 185 |
|
|
2016
Q3 | $283K | Hold |
2,609
| – | – | 0.1% | 168 |
|
|
2016
Q2 | $244K | Hold |
2,609
| – | – | 0.09% | 163 |
|
|
2016
Q1 | $252K | Sell |
2,609
-200
| -7% | -$19.3K | 0.09% | 161 |
|
|
2015
Q4 | $282K | Hold |
2,809
| – | – | 0.11% | 145 |
|
|
2015
Q3 | $276K | Buy |
2,809
+30
| +1% | +$2.95K | 0.12% | 142 |
|
|
2015
Q2 | $300K | Hold |
2,779
| – | – | 0.11% | 131 |
|
|
2015
Q1 | $288K | Hold |
2,779
| – | – | 0.11% | 132 |
|
|
2014
Q4 | $266K | Hold |
2,779
| – | – | 0.11% | 131 |
|
|
2014
Q3 | $263K | Hold |
2,779
| – | – | 0.12% | 114 |
|
|
2014
Q2 | $244K | Hold |
2,779
| – | – | 0.1% | 139 |
|
|
2014
Q1 | $220K | Hold |
2,779
| – | – | 0.11% | 118 |
|
|
2013
Q4 | $218K | Buy |
+2,779
| New | +$218K | 0.1% | 123 |
|