Summit Financial’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 | $1.11M | Buy |
2,210
+446
| +25% | +$224K | 0.03% | 400 |
|
|
2025
Q1 | $821K | Buy |
1,764
+123
| +7% | +$57.3K | 0.02% | 407 |
|
|
2024
Q4 | $777K | Buy |
1,641
+22
| +1% | +$10.4K | 0.03% | 365 |
|
|
2024
Q3 | $768K | Buy |
1,619
+70
| +5% | +$33.2K | 0.03% | 303 |
|
|
2024
Q2 | $652K | Buy |
1,549
+510
| +49% | +$215K | 0.03% | 285 |
|
|
2024
Q1 | $408K | Sell |
1,039
-273
| -21% | -$107K | 0.02% | 286 |
|
|
2023
Q4 | $512K | Buy |
1,312
+160
| +14% | +$62.5K | 0.03% | 242 |
|
|
2023
Q3 | $364K | Buy |
1,152
+94
| +9% | +$29.7K | 0.03% | 275 |
|
|
2023
Q2 | $368K | Buy |
1,058
+228
| +27% | +$79.3K | 0.03% | 257 |
|
|
2023
Q1 | $254K | Sell |
830
-22
| -3% | -$6.73K | 0.02% | 224 |
|
|
2022
Q4 | $237K | Sell |
852
-44
| -5% | -$12.3K | 0.02% | 222 |
|
|
2022
Q3 | $218K | Buy |
896
+72
| +9% | +$17.5K | 0.02% | 238 |
|
|
2022
Q2 | $224K | Sell |
824
-5
| -0.6% | -$1.36K | 0.02% | 219 |
|
|
2022
Q1 | $280K | Hold |
829
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $324K | Buy |
829
+27
| +3% | +$10.5K | 0.02% | 208 |
|
|
2021
Q3 | $285K | Buy |
+802
| New | +$285K | 0.02% | 188 |
|