Unigestion Holding’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $5.22M | Buy |
11,214
+3,920
| +54% | +$1.83M | 0.31% | 73 |
|
2024
Q4 | $3.45M | Buy |
7,294
+2,700
| +59% | +$1.28M | 0.2% | 87 |
|
2024
Q3 | $2.18M | Buy |
4,594
+3,229
| +237% | +$1.53M | 0.11% | 88 |
|
2024
Q2 | $533K | Sell |
1,365
-1,731
| -56% | -$676K | 0.03% | 126 |
|
2024
Q1 | $1.22M | Buy |
3,096
+1,731
| +127% | +$680K | 0.06% | 102 |
|
2023
Q4 | $533K | Sell |
1,365
-884
| -39% | -$345K | 0.03% | 126 |
|
2023
Q3 | $716K | Buy |
2,249
+301
| +15% | +$95.9K | 0.04% | 131 |
|
2023
Q2 | $671K | Sell |
1,948
-407
| -17% | -$140K | 0.04% | 147 |
|
2023
Q1 | $709K | Hold |
2,355
| – | – | 0.04% | 161 |
|
2022
Q4 | $666K | Sell |
2,355
-1,317
| -36% | -$373K | 0.04% | 185 |
|
2022
Q3 | $905K | Buy |
3,672
+305
| +9% | +$75.2K | 0.05% | 137 |
|
2022
Q2 | $916K | Buy |
3,367
+991
| +42% | +$270K | 0.05% | 140 |
|
2022
Q1 | $802K | Hold |
2,376
| – | – | 0.03% | 162 |
|
2021
Q4 | $928K | Buy |
+2,376
| New | +$928K | 0.04% | 159 |
|
2021
Q1 | – | Sell |
-2,911
| Closed | -$845K | – | 250 |
|
2020
Q4 | $845K | Buy |
+2,911
| New | +$845K | 0.03% | 152 |
|