Summit Global Investments’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 | $8.47M | Buy |
+16,881
| New | +$8.47M | 0.5% | 31 |
|
|
2024
Q1 | – | Sell |
-581
| Closed | -$227K | – | 564 |
|
|
2023
Q4 | $227K | Buy |
+581
| New | +$227K | 0.01% | 479 |
|
|
2019
Q2 | – | Sell |
-1,913
| Closed | -$347K | – | 298 |
|
|
2019
Q1 | $347K | Buy |
1,913
+73
| +4% | +$13.2K | 0.04% | 260 |
|
|
2018
Q4 | $258K | Sell |
1,840
-33,897
| -95% | -$4.75M | 0.04% | 244 |
|
|
2018
Q3 | $5.98M | Buy |
35,737
+2,574
| +8% | +$430K | 0.8% | 41 |
|
|
2018
Q2 | $5.66M | Buy |
+33,163
| New | +$5.66M | 0.85% | 39 |
|