Schwartz Investment Counsel’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.3M | Hold |
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|
2025
Q2 | $59.3M | Hold |
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|
2025
Q1 | $55M | Hold |
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|
2024
Q4 | $56M | Hold |
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|
2024
Q3 | $56.1M | Sell |
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|
2024
Q2 | $54.4M | Hold |
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|
2024
Q1 | $50.8M | Hold |
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|
2023
Q4 | $50.5M | Hold |
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|
2023
Q3 | $40.9M | Sell |
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|
2023
Q2 | $45.1M | Sell |
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|
2023
Q1 | $40M | Buy |
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|
2022
Q4 | $35.3M | Hold |
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|
2022
Q3 | $30.8M | Sell |
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|
2022
Q2 | $34.5M | Sell |
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|
2022
Q1 | $58.9M | Buy |
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|
2021
Q4 | $64.7M | Hold |
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|
2021
Q3 | $58.8M | Hold |
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|
2021
Q2 | $60M | Hold |
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|
2021
Q1 | $49.4M | Hold |
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|
2020
Q4 | $48.1M | Buy |
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|
2020
Q3 | $48M | Hold |
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|
2020
Q2 | $45.5M | Buy |
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|
2020
Q1 | $34.5M | Sell |
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|
2019
Q4 | $39M | Sell |
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|
2019
Q3 | $46.1M | Sell |
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|
2019
Q2 | $51.9M | Hold |
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|
2019
Q1 | $48.1M | Hold |
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|
2018
Q4 | $37.2M | Sell |
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|
2018
Q3 | $50.2M | Hold |
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|
2018
Q2 | $51.2M | Sell |
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|
2018
Q1 | $60.6M | Sell |
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|
2017
Q4 | $60M | Sell |
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|
2017
Q3 | $60.8M | Sell |
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|
2017
Q2 | $54.3M | Hold |
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|
2017
Q1 | $50M | Buy |
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|
2016
Q4 | $34.9M | Buy |
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|
2016
Q3 | $16.8M | Buy |
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|
2016
Q2 | $11.7M | Buy |
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|
2016
Q1 | $10.1M | Buy |
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|
2015
Q4 | $10.1M | Buy |
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|
2015
Q3 | $8.9M | Buy |
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|
2015
Q2 | $6.52M | Buy |
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|
2015
Q1 | $3.15M | Buy |
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