Salem Investment Counselors’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 | $345K | Buy |
687
+366
| +114% | +$184K | 0.01% | 316 |
|
|
2025
Q1 | $149K | Buy |
321
+9
| +3% | +$4.19K | 0.01% | 389 |
|
|
2024
Q4 | $148K | Sell |
312
-6
| -2% | -$2.84K | ﹤0.01% | 399 |
|
|
2024
Q3 | $151K | Buy |
318
+6
| +2% | +$2.85K | ﹤0.01% | 401 |
|
|
2024
Q2 | $131K | Hold |
312
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $123K | Buy |
312
+9
| +3% | +$3.54K | ﹤0.01% | 422 |
|
|
2023
Q4 | $118K | Hold |
303
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $95.8K | Hold |
303
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $105K | Hold |
303
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $92.7K | Hold |
303
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $84.4K | Hold |
303
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $74K | Hold |
303
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $82K | Hold |
303
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $102K | Hold |
303
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $118K | Hold |
303
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $108K | Hold |
303
| – | – | 0.01% | 406 |
|
|
2021
Q2 | $110K | Hold |
303
| – | – | 0.01% | 391 |
|
|
2021
Q1 | $90K | Hold |
303
| – | – | 0.01% | 374 |
|
|
2020
Q4 | $88K | Hold |
303
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $88K | Hold |
303
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $83K | Hold |
303
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $64K | Hold |
303
| – | – | 0.01% | 315 |
|
|
2019
Q4 | $72K | Hold |
303
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $62K | Hold |
303
| – | – | 0.01% | 345 |
|
|
2019
Q2 | $59K | Hold |
303
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $51K | Buy |
+303
| New | +$51K | 0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-303
| Closed | -$51K | – | 295 |
|
|
2018
Q3 | $51K | Hold |
303
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $52K | Hold |
303
| – | – | ﹤0.01% | 290 |
|
|
2018
Q1 | $48K | Sell |
303
-700
| -70% | -$111K | 0.01% | 290 |
|
|
2017
Q4 | $148K | Sell |
1,003
-335
| -25% | -$49.4K | 0.02% | 213 |
|
|
2017
Q3 | $187K | Sell |
1,338
-8
| -0.6% | -$1.12K | 0.02% | 191 |
|
|
2017
Q2 | $164K | Buy |
1,346
+8
| +0.6% | +$975 | 0.02% | 213 |
|
|
2017
Q1 | $159K | Sell |
1,338
-163
| -11% | -$19.4K | 0.02% | 251 |
|
|
2016
Q4 | $141K | Hold |
1,501
| – | – | 0.02% | 259 |
|
|
2016
Q3 | $1.63K | Buy |
+1,501
| New | +$1.63K | 0.02% | 227 |
|