Wilbanks Smith & Thomas Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $324K | Buy |
824
+5
| +0.6% | +$1.97K | 0.01% | 417 |
|
|
2023
Q4 | $320K | Hold |
819
| – | – | 0.01% | 412 |
|
|
2023
Q3 | $259K | Buy |
819
+18
| +2% | +$5.69K | 0.01% | 432 |
|
|
2023
Q2 | $279K | Sell |
801
-18
| -2% | -$6.26K | 0.01% | 431 |
|
|
2023
Q1 | $251K | Sell |
819
-73
| -8% | -$22.3K | 0.01% | 442 |
|
|
2022
Q4 | $249K | Hold |
892
| – | – | 0.01% | 424 |
|
|
2022
Q3 | $217K | Hold |
892
| – | – | 0.01% | 430 |
|
|
2022
Q2 | $243K | Buy |
892
+18
| +2% | +$4.9K | 0.01% | 418 |
|
|
2022
Q1 | $271K | Hold |
874
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $341K | Hold |
874
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $310K | Hold |
874
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $317K | Hold |
874
| – | – | 0.01% | 383 |
|
|
2021
Q1 | $261K | Hold |
874
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $254K | Hold |
874
| – | – | 0.01% | 367 |
|
|
2020
Q3 | $253K | Hold |
874
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $240K | Buy |
+874
| New | +$240K | 0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-949
| Closed | -$225K | – | 413 |
|
|
2019
Q4 | $225K | Buy |
+949
| New | +$225K | 0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-1,101
| Closed | -$184K | – | 919 |
|
|
2018
Q3 | $184K | Buy |
+1,101
| New | +$184K | 0.01% | 411 |
|