4J Wealth Management’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 | $427K | Hold |
852
| – | – | 0.29% | 56 |
|
|
2025
Q1 | $397K | Sell |
852
-2
| -0.2% | -$931 | 0.31% | 52 |
|
|
2024
Q4 | $404K | Buy |
854
+3
| +0.4% | +$1.42K | 0.33% | 51 |
|
|
2024
Q3 | $404K | Hold |
851
| – | – | 0.31% | 55 |
|
|
2024
Q2 | $358K | Hold |
851
| – | – | 0.3% | 54 |
|
|
2024
Q1 | $335K | Sell |
851
-3
| -0.4% | -$1.18K | 0.29% | 62 |
|
|
2023
Q4 | $334K | Hold |
854
| – | – | 0.3% | 61 |
|
|
2023
Q3 | $270K | Buy |
854
+9
| +1% | +$2.85K | 0.27% | 65 |
|
|
2023
Q2 | $294K | Sell |
845
-21
| -2% | -$7.3K | 0.29% | 66 |
|
|
2023
Q1 | $265K | Buy |
866
+2
| +0.2% | +$612 | 0.28% | 63 |
|
|
2022
Q4 | $241K | Sell |
864
-5
| -0.6% | -$1.39K | 0.28% | 67 |
|
|
2022
Q3 | $211K | Sell |
869
-85
| -9% | -$20.6K | 0.27% | 66 |
|
|
2022
Q2 | $259K | Buy |
954
+10
| +1% | +$2.72K | 0.33% | 56 |
|
|
2022
Q1 | $319K | Hold |
944
| – | – | 0.28% | 53 |
|
|
2021
Q4 | $369K | Buy |
944
+13
| +1% | +$5.08K | 0.31% | 52 |
|
|
2021
Q3 | $331K | Hold |
931
| – | – | 0.29% | 59 |
|
|
2021
Q2 | $337K | Hold |
931
| – | – | 0.29% | 56 |
|
|
2021
Q1 | $278K | Buy |
931
+6
| +0.6% | +$1.79K | 0.26% | 64 |
|
|
2020
Q4 | $268K | Buy |
+925
| New | +$268K | 0.26% | 62 |
|