Shelton Capital Management’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 | $399K | Sell |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $1.5K | Sell |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $271K | Sell |
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $368K | Hold |
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|
2017
Q3 | $347K | Hold |
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|
2017
Q2 | $303K | Hold |
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|
2017
Q1 | $279K | Sell |
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|
2016
Q4 | $1.03M | Hold |
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|
2016
Q3 | $1.18M | Sell |
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|
2016
Q2 | $1.7M | Sell |
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|
2016
Q1 | $1.9M | Buy |
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|
2015
Q4 | $1.56M | Hold |
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|
2015
Q3 | $1.53M | Buy |
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|
2015
Q2 | $1.67M | Hold |
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|
2015
Q1 | $1.61M | Hold |
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|
2014
Q4 | $1.48M | Hold |
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|
2014
Q3 | $1.46M | Hold |
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|
2014
Q2 | $1.36M | Hold |
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|
2014
Q1 | $1.23M | Hold |
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|
2013
Q4 | $1.22M | Sell |
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|
2013
Q3 | $1.1M | Sell |
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|
2013
Q2 | $968K | Buy |
|