USA Financial Formulas’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 | – | Sell |
-491
| Closed | -$232K | – | 339 |
|
|
2024
Q4 | $232K | Buy |
+491
| New | +$232K | 0.04% | 150 |
|
|
2024
Q3 | – | Sell |
-445
| Closed | -$187K | – | 331 |
|
|
2024
Q2 | $187K | Sell |
445
-209
| -32% | -$88K | 0.03% | 170 |
|
|
2024
Q1 | $257K | Buy |
+654
| New | +$257K | 0.04% | 159 |
|
|
2022
Q1 | – | Sell |
-2,463
| Closed | -$962K | – | 436 |
|
|
2021
Q4 | $962K | Buy |
+2,463
| New | +$962K | 0.83% | 61 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 392 |
|
|
2020
Q4 | $1K | Sell |
3
-3,398
| -100% | -$1.13M | ﹤0.01% | 289 |
|
|
2020
Q3 | $986K | Buy |
3,401
+3,398
| +113,267% | +$985K | 0.74% | 55 |
|
|
2020
Q2 | $1K | Sell |
3
-7,163
| -100% | -$2.39M | ﹤0.01% | 183 |
|
|
2020
Q1 | $1.52M | Buy |
+7,166
| New | +$1.52M | 0.97% | 41 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | -$1K | – | 250 |
|
|
2018
Q4 | $1K | Sell |
8
-15,632
| -100% | -$1.95M | ﹤0.01% | 303 |
|
|
2018
Q3 | $2.67M | Sell |
15,640
-5,997
| -28% | -$1.02M | 0.68% | 47 |
|
|
2018
Q2 | $3.49M | Sell |
21,637
-161
| -0.7% | -$26K | 0.85% | 49 |
|
|
2018
Q1 | $3.52M | Buy |
21,798
+18,357
| +533% | +$2.96M | 0.85% | 49 |
|
|
2017
Q4 | $508K | Buy |
+3,441
| New | +$508K | 0.12% | 141 |
|