WhitTier Trust Company’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 | $3.03M | Hold |
6,034
| – | – | 0.07% | 206 |
|
|
2025
Q1 | $2.81M | Hold |
6,034
| – | – | 0.07% | 208 |
|
|
2024
Q4 | $2.86M | Hold |
6,034
| – | – | 0.07% | 203 |
|
|
2024
Q3 | $2.86M | Buy |
6,034
+65
| +1% | +$30.8K | 0.07% | 200 |
|
|
2024
Q2 | $2.51M | Hold |
5,969
| – | – | 0.07% | 199 |
|
|
2024
Q1 | $2.35M | Buy |
5,969
+99
| +2% | +$38.9K | 0.07% | 205 |
|
|
2023
Q4 | $2.29M | Hold |
5,870
| – | – | 0.07% | 202 |
|
|
2023
Q3 | $1.86M | Hold |
5,870
| – | – | 0.07% | 215 |
|
|
2023
Q2 | $2.04M | Buy |
5,870
+5
| +0.1% | +$1.74K | 0.07% | 214 |
|
|
2023
Q1 | $1.79M | Sell |
5,865
-14
| -0.2% | -$4.28K | 0.07% | 217 |
|
|
2022
Q4 | $1.64M | Buy |
5,879
+161
| +3% | +$44.9K | 0.06% | 228 |
|
|
2022
Q3 | $1.39M | Buy |
5,718
+541
| +10% | +$132K | 0.06% | 237 |
|
|
2022
Q2 | $1.41M | Buy |
5,177
+1
| +0% | +$272 | 0.06% | 237 |
|
|
2022
Q1 | $1.75M | Buy |
5,176
+1,503
| +41% | +$507K | 0.06% | 228 |
|
|
2021
Q4 | $1.44M | Hold |
3,673
| – | – | 0.05% | 243 |
|
|
2021
Q3 | $1.3M | Hold |
3,673
| – | – | 0.05% | 239 |
|
|
2021
Q2 | $1.33M | Hold |
3,673
| – | – | 0.06% | 237 |
|
|
2021
Q1 | $1.1M | Hold |
3,673
| – | – | 0.05% | 247 |
|
|
2020
Q4 | $1.07M | Hold |
3,673
| – | – | 0.05% | 236 |
|
|
2020
Q3 | $1.07M | Hold |
3,673
| – | – | 0.06% | 215 |
|
|
2020
Q2 | $1.01M | Hold |
3,673
| – | – | 0.06% | 210 |
|
|
2020
Q1 | $777K | Hold |
3,673
| – | – | 0.06% | 216 |
|
|
2019
Q4 | $872K | Hold |
3,673
| – | – | 0.06% | 231 |
|
|
2019
Q3 | $752K | Hold |
3,673
| – | – | 0.05% | 239 |
|
|
2019
Q2 | $717K | Hold |
3,673
| – | – | 0.05% | 242 |
|
|
2019
Q1 | $665K | Hold |
3,673
| – | – | 0.05% | 246 |
|
|
2018
Q4 | $514K | Sell |
3,673
-10
| -0.3% | -$1.4K | 0.04% | 263 |
|
|
2018
Q3 | $616K | Hold |
3,683
| – | – | 0.04% | 247 |
|
|
2018
Q2 | $628K | Hold |
3,683
| – | – | 0.05% | 240 |
|
|
2018
Q1 | $594K | Hold |
3,683
| – | – | 0.05% | 243 |
|
|
2017
Q4 | $544K | Hold |
3,683
| – | – | 0.05% | 248 |
|
|
2017
Q3 | $513K | Buy |
3,683
+15
| +0.4% | +$2.09K | 0.05% | 251 |
|
|
2017
Q2 | $446K | Buy |
3,668
+185
| +5% | +$22.5K | 0.04% | 263 |
|
|
2017
Q1 | $390K | Sell |
3,483
-166
| -5% | -$18.6K | 0.04% | 276 |
|
|
2016
Q4 | $344K | Hold |
3,649
| – | – | 0.04% | 278 |
|
|
2016
Q3 | $395K | Hold |
3,649
| – | – | 0.04% | 258 |
|
|
2016
Q2 | $342K | Hold |
3,649
| – | – | 0.04% | 275 |
|
|
2016
Q1 | $352K | Hold |
3,649
| – | – | 0.04% | 272 |
|
|
2015
Q4 | $366K | Buy |
3,649
+160
| +5% | +$16K | 0.04% | 271 |
|
|
2015
Q3 | $343K | Hold |
3,489
| – | – | 0.04% | 281 |
|
|
2015
Q2 | $377K | Hold |
3,489
| – | – | 0.04% | 288 |
|
|
2015
Q1 | $362K | Hold |
3,489
| – | – | 0.04% | 293 |
|
|
2014
Q4 | $334K | Hold |
3,489
| – | – | 0.04% | 298 |
|
|
2014
Q3 | $330K | Buy |
3,489
+359
| +11% | +$34K | 0.04% | 285 |
|
|
2014
Q2 | $274K | Hold |
3,130
| – | – | 0.03% | 302 |
|
|
2014
Q1 | $248K | Hold |
3,130
| – | – | 0.03% | 312 |
|
|
2013
Q4 | $246K | Hold |
3,130
| – | – | 0.03% | 308 |
|
|
2013
Q3 | $220K | Hold |
3,130
| – | – | 0.03% | 312 |
|
|
2013
Q2 | $191K | Buy |
+3,130
| New | +$191K | 0.03% | 317 |
|