Summit Trail Advisors’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 | $1.74M | Buy |
+3,471
| New | +$1.74M | 0.03% | 300 |
|
|
2024
Q4 | – | Sell |
-1,634
| Closed | -$775K | – | 616 |
|
|
2024
Q3 | $775K | Buy |
1,634
+130
| +9% | +$61.7K | 0.02% | 308 |
|
|
2024
Q2 | $633K | Buy |
1,504
+297
| +25% | +$125K | 0.02% | 327 |
|
|
2024
Q1 | $474K | Buy |
1,207
+123
| +11% | +$48.3K | 0.01% | 348 |
|
|
2023
Q4 | $423K | Sell |
1,084
-25
| -2% | -$9.76K | 0.01% | 314 |
|
|
2023
Q3 | $351K | Buy |
1,109
+22
| +2% | +$6.96K | 0.01% | 344 |
|
|
2023
Q2 | $378K | Buy |
+1,087
| New | +$378K | 0.01% | 325 |
|
|
2018
Q2 | – | Sell |
-3,366
| Closed | -$216K | – | 585 |
|
|
2018
Q1 | $216K | Buy |
3,366
+1,225
| +57% | +$78.6K | 0.04% | 360 |
|
|
2017
Q4 | $334K | Buy |
+2,141
| New | +$334K | 0.04% | 296 |
|