SVB Wealth’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 | $586K | Buy |
+1,169
| New | +$586K | 0.03% | 281 |
|
|
2025
Q1 | – | Sell |
-2,948
| Closed | -$1.4M | – | 1672 |
|
|
2024
Q4 | $1.4M | Buy |
+2,948
| New | +$1.4M | 0.03% | 266 |
|
|
2024
Q3 | – | Sell |
-2,968
| Closed | -$1.25M | – | 364 |
|
|
2024
Q2 | $1.25M | Sell |
2,968
-151
| -5% | -$63.6K | 0.03% | 279 |
|
|
2024
Q1 | $1.23M | Buy |
3,119
+5
| +0.2% | +$1.97K | 0.03% | 311 |
|
|
2023
Q4 | $1.22M | Buy |
3,114
+1,079
| +53% | +$421K | 0.03% | 309 |
|
|
2023
Q3 | $643K | Sell |
2,035
-69
| -3% | -$21.8K | 0.01% | 402 |
|
|
2023
Q2 | $731K | Sell |
2,104
-418
| -17% | -$145K | 0.01% | 395 |
|
|
2023
Q1 | $772K | Sell |
2,522
-123
| -5% | -$37.6K | 0.01% | 434 |
|
|
2022
Q4 | $737K | Sell |
2,645
-150
| -5% | -$41.8K | 0.01% | 468 |
|
|
2022
Q3 | $680K | Buy |
2,795
+1,010
| +57% | +$246K | 0.01% | 454 |
|
|
2022
Q2 | $485K | Sell |
1,785
-126
| -7% | -$34.2K | 0.01% | 448 |
|
|
2022
Q1 | $644K | Buy |
1,911
+43
| +2% | +$14.5K | 0.01% | 399 |
|
|
2021
Q4 | $729K | Sell |
1,868
-703
| -27% | -$274K | 0.01% | 362 |
|
|
2021
Q3 | $913K | Buy |
2,571
+415
| +19% | +$147K | 0.01% | 417 |
|
|
2021
Q2 | $781K | Buy |
2,156
+504
| +31% | +$183K | 0.01% | 452 |
|
|
2021
Q1 | $493K | Buy |
1,652
+53
| +3% | +$15.8K | 0.01% | 526 |
|
|
2020
Q4 | $464K | Buy |
1,599
+56
| +4% | +$16.3K | 0.01% | 492 |
|
|
2020
Q3 | $447K | Buy |
1,543
+112
| +8% | +$32.4K | 0.01% | 437 |
|
|
2020
Q2 | $393K | Buy |
1,431
+139
| +11% | +$38.2K | 0.01% | 408 |
|
|
2020
Q1 | $273K | Buy |
1,292
+101
| +8% | +$21.3K | 0.01% | 407 |
|
|
2019
Q4 | $283K | Buy |
1,191
+180
| +18% | +$42.8K | 0.01% | 511 |
|
|
2019
Q3 | $207K | Buy |
+1,011
| New | +$207K | ﹤0.01% | 490 |
|