Veritable’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,524
| Closed | -$2.27M | – | 489 |
|
|
2023
Q2 | $2.27M | Sell |
6,524
-2
| -0% | -$634 | 0.04% | 216 |
|
|
2023
Q1 | $2M | Buy |
6,526
+238
| +4% | +$71.9K | 0.03% | 239 |
|
|
2022
Q4 | $1.75M | Sell |
6,288
-31
| -0.5% | -$8.48K | 0.03% | 259 |
|
|
2022
Q3 | $1.54M | Buy |
6,319
+132
| +2% | +$38.3K | 0.03% | 262 |
|
|
2022
Q2 | $1.68M | Sell |
6,187
-31
| -0.5% | -$9.27K | 0.03% | 272 |
|
|
2022
Q1 | $2.1M | Buy |
6,218
+28
| +0.5% | +$9.42K | 0.03% | 248 |
|
|
2021
Q4 | $2.42M | Buy |
6,190
+42
| +0.7% | +$16.2K | 0.04% | 228 |
|
|
2021
Q3 | $2.18M | Buy |
6,148
+47
| +0.8% | +$17.7K | 0.04% | 227 |
|
|
2021
Q2 | $2.21M | Buy |
6,101
+1,561
| +34% | +$520K | 0.04% | 230 |
|
|
2021
Q1 | $1.36M | Buy |
4,540
+55
| +1% | +$15.5K | 0.02% | 296 |
|
|
2020
Q4 | $1.3M | Sell |
4,485
-437
| -9% | -$122K | 0.02% | 286 |
|
|
2020
Q3 | $1.43M | Buy |
4,922
+99
| +2% | +$28.3K | 0.03% | 248 |
|
|
2020
Q2 | $1.32M | Sell |
4,823
-379
| -7% | -$96.3K | 0.03% | 247 |
|
|
2020
Q1 | $1.1M | Sell |
5,202
-171
| -3% | -$41.6K | 0.03% | 280 |
|
|
2019
Q4 | $1.28M | Buy |
5,373
+79
| +1% | +$17.6K | 0.02% | 314 |
|
|
2019
Q3 | $1.08M | Buy |
5,294
+64
| +1% | +$13.4K | 0.02% | 336 |
|
|
2019
Q2 | $1.02M | Buy |
5,230
+11
| +0.2% | +$2.09K | 0.02% | 343 |
|
|
2019
Q1 | $945K | Sell |
5,219
-61
| -1% | -$10K | 0.02% | 350 |
|
|
2018
Q4 | $739K | Buy |
5,280
+62
| +1% | +$9.35K | 0.02% | 379 |
|
|
2018
Q3 | $872K | Buy |
5,218
+53
| +1% | +$9.32K | 0.02% | 369 |
|
|
2018
Q2 | $881K | Hold |
5,165
| – | – | 0.02% | 368 |
|
|
2018
Q1 | $833K | Sell |
5,165
-1,243
| -19% | -$201K | 0.02% | 378 |
|
|
2017
Q4 | $946K | Sell |
6,408
-967
| -13% | -$142K | 0.02% | 348 |
|
|
2017
Q3 | $1.03M | Buy |
7,375
+110
| +2% | +$14.5K | 0.02% | 339 |
|
|
2017
Q2 | $884K | Buy |
7,265
+125
| +2% | +$14.6K | 0.02% | 373 |
|
|
2017
Q1 | $800K | Buy |
7,140
+412
| +6% | +$44.2K | 0.02% | 374 |
|
|
2016
Q4 | $634K | Sell |
6,728
-50
| -0.7% | -$5.05K | 0.02% | 412 |
|
|
2016
Q3 | $734K | Buy |
6,778
+246
| +4% | +$25.9K | 0.02% | 376 |
|
|
2016
Q2 | $612K | Buy |
6,532
+370
| +6% | +$35.8K | 0.02% | 399 |
|
|
2016
Q1 | $595K | Sell |
6,162
-77
| -1% | -$6.92K | 0.02% | 396 |
|
|
2015
Q4 | $626K | Sell |
6,239
-38
| -0.6% | -$3.81K | 0.02% | 408 |
|
|
2015
Q3 | $616K | Buy |
6,277
+88
| +1% | +$9.36K | 0.02% | 399 |
|
|
2015
Q2 | $668K | Sell |
6,189
-5,395
| -47% | -$581K | 0.02% | 395 |
|
|
2015
Q1 | $1.2M | Buy |
11,584
+2,334
| +25% | +$226K | 0.03% | 363 |
|
|
2014
Q4 | $886K | Sell |
9,250
-8,678
| -48% | -$841K | 0.02% | 438 |
|
|
2014
Q3 | $1.69M | Sell |
17,928
-54
| -0.3% | -$4.95K | 0.04% | 285 |
|
|
2014
Q2 | $1.58M | Buy |
17,982
+63
| +0.4% | +$5.19K | 0.03% | 305 |
|
|
2014
Q1 | $1.42M | Buy |
17,919
+529
| +3% | +$41.4K | 0.03% | 315 |
|
|
2013
Q4 | $1.36M | Buy |
17,390
+270
| +2% | +$19.8K | 0.03% | 320 |
|
|
2013
Q3 | $1.2M | Sell |
17,120
-41
| -0.2% | -$2.69K | 0.03% | 344 |
|
|
2013
Q2 | $1.05M | Buy |
+17,161
| New | +$1.04M | 0.03% | 384 |
|
Other funds holding MCO
ACM
