SIM
Sterling Investment Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
9,157
+1,960
| +27% | +$983K | 3.04% | 10 |
|
|
2025
Q1 | $3.35M | Buy |
7,197
+1,860
| +35% | +$866K | 2.39% | 14 |
|
|
2024
Q4 | $2.53M | Sell |
5,337
-67
| -1% | -$31.7K | 1.98% | 17 |
|
|
2024
Q3 | $2.56M | Sell |
5,404
-317
| -6% | -$150K | 1.95% | 18 |
|
|
2024
Q2 | $2.41M | Buy |
5,721
+1,116
| +24% | +$470K | 1.83% | 18 |
|
|
2024
Q1 | $1.81M | Buy |
4,605
+141
| +3% | +$55.4K | 1.28% | 26 |
|
|
2023
Q4 | $1.74M | Buy |
4,464
+878
| +24% | +$343K | 1.28% | 28 |
|
|
2023
Q3 | $1.13M | Buy |
+3,586
| New | +$1.13M | 1.01% | 30 |
|
|
2022
Q3 | – | Sell |
-3,558
| Closed | -$968K | – | 67 |
|
|
2022
Q2 | $968K | Sell |
3,558
-660
| -16% | -$180K | 0.81% | 46 |
|
|
2022
Q1 | $1.42M | Sell |
4,218
-1,052
| -20% | -$355K | 1% | 32 |
|
|
2021
Q4 | $2.06M | Sell |
5,270
-60
| -1% | -$23.4K | 1.28% | 25 |
|
|
2021
Q3 | $1.89M | Buy |
5,330
+1,275
| +31% | +$453K | 1.21% | 27 |
|
|
2021
Q2 | $1.47M | Buy |
+4,055
| New | +$1.47M | 0.96% | 36 |
|