Welch & Forbes’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 | $24.6M | Buy |
49,106
+241
| +0.5% | +$121K | 0.31% | 74 |
|
|
2025
Q1 | $22.8M | Buy |
48,865
+606
| +1% | +$282K | 0.3% | 74 |
|
|
2024
Q4 | $22.8M | Buy |
48,259
+53
| +0.1% | +$25.1K | 0.29% | 75 |
|
|
2024
Q3 | $22.9M | Buy |
48,206
+63
| +0.1% | +$29.9K | 0.29% | 75 |
|
|
2024
Q2 | $20.9M | Sell |
48,143
-1,125
| -2% | -$489K | 0.28% | 77 |
|
|
2024
Q1 | $19.4M | Buy |
49,268
+5,716
| +13% | +$2.25M | 0.27% | 81 |
|
|
2023
Q4 | $17M | Buy |
43,552
+4,427
| +11% | +$1.73M | 0.26% | 83 |
|
|
2023
Q3 | $12.4M | Buy |
39,125
+618
| +2% | +$195K | 0.2% | 92 |
|
|
2023
Q2 | $13.4M | Buy |
38,507
+162
| +0.4% | +$56.3K | 0.21% | 91 |
|
|
2023
Q1 | $11.7M | Buy |
38,345
+1,379
| +4% | +$422K | 0.2% | 95 |
|
|
2022
Q4 | $10.3M | Sell |
36,966
-2,185
| -6% | -$609K | 0.18% | 101 |
|
|
2022
Q3 | $9.52M | Buy |
39,151
+176
| +0.5% | +$42.8K | 0.19% | 101 |
|
|
2022
Q2 | $10.6M | Buy |
38,975
+1,409
| +4% | +$383K | 0.19% | 99 |
|
|
2022
Q1 | $12.7M | Buy |
37,566
+2,202
| +6% | +$743K | 0.2% | 97 |
|
|
2021
Q4 | $13.8M | Buy |
35,364
+197
| +0.6% | +$76.9K | 0.21% | 93 |
|
|
2021
Q3 | $12.5M | Buy |
35,167
+1,116
| +3% | +$396K | 0.21% | 96 |
|
|
2021
Q2 | $12.3M | Buy |
34,051
+681
| +2% | +$247K | 0.21% | 98 |
|
|
2021
Q1 | $9.97M | Buy |
33,370
+5,805
| +21% | +$1.73M | 0.18% | 104 |
|
|
2020
Q4 | $8M | Buy |
27,565
+8,224
| +43% | +$2.39M | 0.16% | 109 |
|
|
2020
Q3 | $5.61M | Buy |
19,341
+1,035
| +6% | +$300K | 0.12% | 115 |
|
|
2020
Q2 | $5.03M | Sell |
18,306
-8
| -0% | -$2.2K | 0.12% | 118 |
|
|
2020
Q1 | $3.87M | Buy |
18,314
+3,079
| +20% | +$651K | 0.11% | 122 |
|
|
2019
Q4 | $3.62M | Buy |
15,235
+1,375
| +10% | +$326K | 0.08% | 140 |
|
|
2019
Q3 | $2.84M | Sell |
13,860
-8
| -0.1% | -$1.64K | 0.07% | 151 |
|
|
2019
Q2 | $2.71M | Sell |
13,868
-270
| -2% | -$52.7K | 0.07% | 153 |
|
|
2019
Q1 | $2.56M | Sell |
14,138
-200
| -1% | -$36.2K | 0.06% | 158 |
|
|
2018
Q4 | $2.01M | Hold |
14,338
| – | – | 0.06% | 163 |
|
|
2018
Q3 | $2.4M | Sell |
14,338
-710
| -5% | -$119K | 0.06% | 164 |
|
|
2018
Q2 | $2.57M | Sell |
15,048
-1,370
| -8% | -$234K | 0.07% | 156 |
|
|
2018
Q1 | $2.65M | Sell |
16,418
-71
| -0.4% | -$11.5K | 0.07% | 160 |
|
|
2017
Q4 | $2.43M | Sell |
16,489
-1,135
| -6% | -$168K | 0.07% | 153 |
|
|
2017
Q3 | $2.45M | Sell |
17,624
-316
| -2% | -$44K | 0.06% | 157 |
|
|
2017
Q2 | $2.18M | Sell |
17,940
-6
| -0% | -$730 | 0.06% | 160 |
|
|
2017
Q1 | $2.01M | Sell |
17,946
-382
| -2% | -$42.8K | 0.06% | 163 |
|
|
2016
Q4 | $1.73M | Sell |
18,328
-88
| -0.5% | -$8.3K | 0.05% | 173 |
|
|
2016
Q3 | $1.99M | Sell |
18,416
-625
| -3% | -$67.7K | 0.07% | 144 |
|
|
2016
Q2 | $1.78M | Sell |
19,041
-276
| -1% | -$25.9K | 0.05% | 165 |
|
|
2016
Q1 | $1.87M | Hold |
19,317
| – | – | 0.06% | 165 |
|
|
2015
Q4 | $1.94M | Hold |
19,317
| – | – | 0.06% | 155 |
|
|
2015
Q3 | $1.9M | Hold |
19,317
| – | – | 0.06% | 161 |
|
|
2015
Q2 | $2.09M | Sell |
19,317
-500
| -3% | -$54K | 0.06% | 164 |
|
|
2015
Q1 | $2.06M | Sell |
19,817
-88
| -0.4% | -$9.13K | 0.06% | 165 |
|
|
2014
Q4 | $1.91M | Sell |
19,905
-1,000
| -5% | -$95.8K | 0.06% | 168 |
|
|
2014
Q3 | $1.98M | Hold |
20,905
| – | – | 0.06% | 169 |
|
|
2014
Q2 | $1.83M | Sell |
20,905
-1,300
| -6% | -$114K | 0.06% | 163 |
|
|
2014
Q1 | $1.76M | Sell |
22,205
-2,642
| -11% | -$210K | 0.06% | 173 |
|
|
2013
Q4 | $1.95M | Sell |
24,847
-530
| -2% | -$41.6K | 0.06% | 159 |
|
|
2013
Q3 | $1.79M | Sell |
25,377
-1,578
| -6% | -$111K | 0.06% | 163 |
|
|
2013
Q2 | $1.64M | Buy |
+26,955
| New | +$1.64M | 0.06% | 163 |
|