Strategic Global 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
$7.41M Buy
14,775
+914
+7% +$458K 1.21% 21
2025
Q1
$6.45M Buy
+13,861
New +$6.45M 1.28% 22
2022
Q2
Sell
-12,688
Closed -$4.28M 156
2022
Q1
$4.28M Buy
12,688
+603
+5% +$203K 0.63% 56
2021
Q4
$4.72M Buy
12,085
+986
+9% +$385K 0.61% 57
2021
Q3
$3.94M Buy
11,099
+2,596
+31% +$922K 0.58% 56
2021
Q2
$3.08M Sell
8,503
-818
-9% -$296K 0.56% 56
2021
Q1
$2.78M Buy
9,321
+78
+0.8% +$23.3K 0.5% 77
2020
Q4
$2.68M Buy
9,243
+332
+4% +$96.4K 0.47% 70
2020
Q3
$2.58M Buy
+8,911
New +$2.58M 0.49% 66