TAM
Trust Asset Management’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Hold |
1,796
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $836K | Sell |
1,796
-24
| -1% | -$11.2K | 0.07% | 98 |
|
|
2024
Q4 | $862K | Hold |
1,820
| – | – | 0.07% | 101 |
|
|
2024
Q3 | $864K | Hold |
1,820
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $766K | Hold |
1,820
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $715K | Hold |
1,820
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $711K | Hold |
1,820
| – | – | 0.07% | 98 |
|
|
2023
Q3 | $575K | Hold |
1,820
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $633K | Hold |
1,820
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $557K | Buy |
1,820
+3
| +0.2% | +$918 | 0.06% | 104 |
|
|
2022
Q4 | $506K | Hold |
1,817
| – | – | 0.06% | 112 |
|
|
2022
Q3 | $442K | Buy |
1,817
+118
| +7% | +$28.7K | 0.06% | 116 |
|
|
2022
Q2 | $462K | Buy |
1,699
+75
| +5% | +$20.4K | 0.06% | 109 |
|
|
2022
Q1 | $548K | Buy |
1,624
+60
| +4% | +$20.2K | 0.07% | 107 |
|
|
2021
Q4 | $611K | Hold |
1,564
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $555K | Buy |
1,564
+105
| +7% | +$37.3K | 0.08% | 105 |
|
|
2021
Q2 | $529K | Buy |
1,459
+151
| +12% | +$54.7K | 0.07% | 101 |
|
|
2021
Q1 | $391K | Buy |
1,308
+231
| +21% | +$69.1K | 0.05% | 119 |
|
|
2020
Q4 | $313K | Buy |
1,077
+255
| +31% | +$74.1K | 0.05% | 114 |
|
|
2020
Q3 | $238K | Buy |
+822
| New | +$238K | 0.04% | 109 |
|