Summit Financial’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
2025
Q1
$821K Buy
2024
Q4
$777K Buy
2024
Q3
$768K Buy
2024
Q2
$652K Buy
2024
Q1
$408K Sell
2023
Q4
$512K Buy
2023
Q3
$364K Buy
2023
Q2
$368K Buy
2023
Q1
$254K Sell
2022
Q4
$237K Sell
2022
Q3
$218K Buy
2022
Q2
$224K Sell
2022
Q1
$280K Hold
2021
Q4
$324K Buy
2021
Q3
$285K Buy