Summit Securities Group’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 | $52.2K | Buy |
+104
| New | +$52.2K | 0.01% | 391 |
|
|
2023
Q3 | – | Sell |
-207
| Closed | -$72K | – | 678 |
|
|
2023
Q2 | $72K | Sell |
207
-113
| -35% | -$39.3K | 0.01% | 227 |
|
|
2023
Q1 | $98K | Sell |
320
-919
| -74% | -$281K | 0.01% | 187 |
|
|
2022
Q4 | $345K | Buy |
1,239
+616
| +99% | +$172K | 0.01% | 159 |
|
|
2022
Q3 | $151K | Buy |
623
+286
| +85% | +$69.3K | 0.01% | 301 |
|
|
2022
Q2 | $92K | Buy |
337
+271
| +411% | +$74K | 0.01% | 279 |
|
|
2022
Q1 | $22K | Buy |
+66
| New | +$22K | ﹤0.01% | 478 |
|
|
2016
Q1 | – | Sell |
-10,600
| Closed | -$1.06M | – | 267 |
|
|
2015
Q4 | $1.06M | Buy |
+10,600
| New | +$1.06M | 0.34% | 46 |
|
|
2015
Q3 | – | Sell |
-452
| Closed | -$49K | – | 396 |
|
|
2015
Q2 | $49K | Buy |
+452
| New | +$49K | 0.02% | 196 |
|
|
2015
Q1 | – | Sell |
-2,100
| Closed | -$201K | – | 451 |
|
|
2014
Q4 | $201K | Buy |
2,100
+2,091
| +23,233% | +$200K | 0.06% | 184 |
|
|
2014
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 525 |
|