Stamos Capital Partners’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 | $840K | Buy |
1,675
+382
| +30% | +$192K | 0.15% | 120 |
|
2025
Q1 | $602K | Sell |
1,293
-307
| -19% | -$143K | 0.16% | 118 |
|
2024
Q4 | $757K | Buy |
1,600
+1,080
| +208% | +$511K | 0.18% | 112 |
|
2024
Q3 | $247K | Sell |
520
-760
| -59% | -$361K | 0.06% | 127 |
|
2024
Q2 | $539K | Buy |
+1,280
| New | +$539K | 0.11% | 121 |
|