Simon Quick Advisors’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 | $519K | Buy |
1,034
+113
| +12% | +$56.7K | 0.02% | 419 |
|
|
2025
Q1 | $429K | Buy |
921
+311
| +51% | +$145K | 0.02% | 332 |
|
|
2024
Q4 | $289K | Buy |
610
+78
| +15% | +$36.9K | 0.02% | 360 |
|
|
2024
Q3 | $252K | Buy |
+532
| New | +$252K | 0.02% | 357 |
|
|
2020
Q4 | – | Sell |
-230
| Closed | -$67K | – | 504 |
|
|
2020
Q3 | $67K | Hold |
230
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $63K | Sell |
230
-95
| -29% | -$26K | 0.02% | 169 |
|
|
2020
Q1 | $69K | Sell |
325
-165
| -34% | -$35K | 0.03% | 157 |
|
|
2019
Q4 | $116K | Buy |
490
+165
| +51% | +$39.1K | 0.04% | 129 |
|
|
2019
Q3 | $67K | Buy |
+325
| New | +$67K | 0.03% | 148 |
|
|
2019
Q2 | – | Sell |
-625
| Closed | -$113K | – | 558 |
|
|
2019
Q1 | $113K | Hold |
625
| – | – | 0.05% | 107 |
|
|
2018
Q4 | $88K | Hold |
625
| – | – | 0.03% | 123 |
|
|
2018
Q3 | $105K | Sell |
625
-100
| -14% | -$16.8K | 0.04% | 112 |
|
|
2018
Q2 | $123K | Sell |
725
-725
| -50% | -$123K | 0.05% | 106 |
|
|
2018
Q1 | $234K | Sell |
1,450
-640
| -31% | -$103K | 0.1% | 70 |
|
|
2017
Q4 | $338K | Sell |
2,090
-325
| -13% | -$52.6K | 0.15% | 62 |
|
|
2017
Q3 | $336K | Buy |
+2,415
| New | +$336K | 0.12% | 80 |
|