Summit Trail Advisors’s Moody's MCO Stock Holding History

Summit Trail Advisors’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Buy
2024 Q4	–	Sell
2024 Q3	$775K	Buy
2024 Q2	$633K	Buy
2024 Q1	$474K	Buy
2023 Q4	$423K	Sell
2023 Q3	$351K	Buy
2023 Q2	$378K	Buy
2018 Q2	–	Sell
2018 Q1	$216K	Buy
2017 Q4	$334K	Buy