SL
Summitry LLC’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
76,771
+1,531
| +2% | +$768K | 1.74% | 24 |
|
|
2025
Q1 | $35M | Buy |
75,240
+1,079
| +1% | +$502K | 1.77% | 22 |
|
|
2024
Q4 | $35.1M | Buy |
74,161
+1,025
| +1% | +$485K | 1.72% | 23 |
|
|
2024
Q3 | $34.7M | Sell |
73,136
-53,762
| -42% | -$25.5M | 1.66% | 28 |
|
|
2024
Q2 | $53.4M | Buy |
126,898
+1,605
| +1% | +$676K | 2.76% | 17 |
|
|
2024
Q1 | $49.2M | Buy |
125,293
+1,784
| +1% | +$701K | 2.58% | 20 |
|
|
2023
Q4 | $48.2M | Sell |
123,509
-1,088
| -0.9% | -$425K | 2.8% | 18 |
|
|
2023
Q3 | $39.4M | Buy |
124,597
+1,178
| +1% | +$372K | 2.59% | 18 |
|
|
2023
Q2 | $42.9M | Buy |
123,419
+1,072
| +0.9% | +$373K | 2.71% | 17 |
|
|
2023
Q1 | $37.4M | Buy |
122,347
+36,935
| +43% | +$11.3M | 2.52% | 17 |
|
|
2022
Q4 | $23.8M | Buy |
+85,412
| New | +$23.8M | 1.75% | 31 |
|
|
2022
Q2 | – | Sell |
-634
| Closed | -$214K | – | 86 |
|
|
2022
Q1 | $214K | Hold |
634
| – | – | 0.01% | 86 |
|
|
2021
Q4 | $248K | Buy |
+634
| New | +$248K | 0.01% | 82 |
|