Shelton Capital Management’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 | $431K | Sell |
860
-20
| -2% | -$10K | 0.01% | 376 |
|
|
2025
Q1 | $410K | Sell |
880
-21
| -2% | -$9.78K | 0.01% | 374 |
|
|
2024
Q4 | $427K | Hold |
901
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $428K | Sell |
901
-30
| -3% | -$14.2K | 0.01% | 381 |
|
|
2024
Q2 | $392K | Hold |
931
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $366K | Hold |
931
| – | – | 0.01% | 435 |
|
|
2023
Q4 | $364K | Sell |
931
-82
| -8% | -$32K | 0.01% | 405 |
|
|
2023
Q3 | $320K | Hold |
1,013
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $352K | Sell |
1,013
-7
| -0.7% | -$2.43K | 0.01% | 414 |
|
|
2023
Q1 | $312K | Buy |
1,020
+7
| +0.7% | +$2.14K | 0.01% | 446 |
|
|
2022
Q4 | $282K | Hold |
1,013
| – | – | 0.03% | 464 |
|
|
2022
Q3 | $246K | Sell |
1,013
-41
| -4% | -$9.96K | 0.01% | 532 |
|
|
2022
Q2 | $287K | Hold |
1,054
| – | – | 0.01% | 489 |
|
|
2022
Q1 | $356K | Hold |
1,054
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $412K | Hold |
1,054
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $374K | Hold |
1,054
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $382K | Hold |
1,054
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $315K | Sell |
1,054
-44
| -4% | -$13.2K | 0.01% | 533 |
|
|
2020
Q4 | $319K | Hold |
1,098
| – | – | 0.01% | 466 |
|
|
2020
Q3 | $318K | Sell |
1,098
-51
| -4% | -$14.8K | 0.01% | 526 |
|
|
2020
Q2 | $316K | Hold |
1,149
| – | – | 0.02% | 419 |
|
|
2020
Q1 | $243K | Hold |
1,149
| – | – | 0.02% | 462 |
|
|
2019
Q4 | $273K | Sell |
1,149
-144
| -11% | -$34.2K | 0.02% | 573 |
|
|
2019
Q3 | $265K | Sell |
1,293
-205
| -14% | -$42K | 0.02% | 584 |
|
|
2019
Q2 | $293K | Buy |
1,498
+1,227
| +453% | +$240K | 0.02% | 541 |
|
|
2019
Q1 | $1.5K | Sell |
271
-1,227
| -82% | -$6.78K | 0.01% | 806 |
|
|
2018
Q4 | $210K | Hold |
1,498
| – | – | 0.01% | 673 |
|
|
2018
Q3 | $250K | Sell |
1,498
-92
| -6% | -$15.4K | 0.01% | 714 |
|
|
2018
Q2 | $271K | Sell |
1,590
-900
| -36% | -$153K | 0.02% | 629 |
|
|
2018
Q1 | $402K | Hold |
2,490
| – | – | 0.03% | 422 |
|
|
2017
Q4 | $368K | Hold |
2,490
| – | – | 0.02% | 487 |
|
|
2017
Q3 | $347K | Hold |
2,490
| – | – | 0.02% | 492 |
|
|
2017
Q2 | $303K | Hold |
2,490
| – | – | 0.02% | 566 |
|
|
2017
Q1 | $279K | Sell |
2,490
-8,400
| -77% | -$941K | 0.02% | 607 |
|
|
2016
Q4 | $1.03M | Hold |
10,890
| – | – | 0.08% | 228 |
|
|
2016
Q3 | $1.18M | Sell |
10,890
-7,200
| -40% | -$780K | 0.1% | 186 |
|
|
2016
Q2 | $1.7M | Sell |
18,090
-1,600
| -8% | -$150K | 0.15% | 126 |
|
|
2016
Q1 | $1.9M | Buy |
19,690
+4,100
| +26% | +$396K | 0.17% | 113 |
|
|
2015
Q4 | $1.56M | Hold |
15,590
| – | – | 0.15% | 128 |
|
|
2015
Q3 | $1.53M | Buy |
15,590
+100
| +0.6% | +$9.82K | 0.17% | 125 |
|
|
2015
Q2 | $1.67M | Hold |
15,490
| – | – | 0.17% | 114 |
|
|
2015
Q1 | $1.61M | Hold |
15,490
| – | – | 0.17% | 124 |
|
|
2014
Q4 | $1.48M | Hold |
15,490
| – | – | 0.17% | 120 |
|
|
2014
Q3 | $1.46M | Hold |
15,490
| – | – | 0.2% | 103 |
|
|
2014
Q2 | $1.36M | Hold |
15,490
| – | – | 0.19% | 105 |
|
|
2014
Q1 | $1.23M | Hold |
15,490
| – | – | 0.18% | 110 |
|
|
2013
Q4 | $1.22M | Sell |
15,490
-200
| -1% | -$15.7K | 0.18% | 111 |
|
|
2013
Q3 | $1.1M | Sell |
15,690
-200
| -1% | -$14.1K | 0.18% | 110 |
|
|
2013
Q2 | $968K | Buy |
+15,890
| New | +$968K | 0.18% | 115 |
|