Aaron Wealth Advisors’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 | $624K | Buy |
1,244
+39
| +3% | +$19.6K | 0.06% | 192 |
|
|
2025
Q1 | $561K | Buy |
1,205
+25
| +2% | +$11.6K | 0.06% | 192 |
|
|
2024
Q4 | $559K | Buy |
1,180
+57
| +5% | +$27K | 0.06% | 184 |
|
|
2024
Q3 | $533K | Buy |
1,123
+176
| +19% | +$83.5K | 0.06% | 183 |
|
|
2024
Q2 | $399K | Buy |
947
+127
| +15% | +$53.5K | 0.06% | 195 |
|
|
2024
Q1 | $322K | Sell |
820
-252
| -24% | -$99K | 0.05% | 210 |
|
|
2023
Q4 | $419K | Buy |
1,072
+33
| +3% | +$12.9K | 0.07% | 150 |
|
|
2023
Q3 | $329K | Buy |
1,039
+3
| +0.3% | +$949 | 0.04% | 184 |
|
|
2023
Q2 | $360K | Buy |
1,036
+277
| +36% | +$96.3K | 0.05% | 189 |
|
|
2023
Q1 | $232K | Sell |
759
-59
| -7% | -$18.1K | 0.03% | 228 |
|
|
2022
Q4 | $228K | Sell |
818
-160
| -16% | -$44.6K | 0.03% | 222 |
|
|
2022
Q3 | $238K | Buy |
978
+178
| +22% | +$43.3K | 0.04% | 184 |
|
|
2022
Q2 | $217K | Sell |
800
-204,682
| -100% | -$55.5M | 0.05% | 177 |
|
|
2022
Q1 | $609K | Buy |
205,482
+204,866
| +33,257% | +$607K | 0.01% | 470 |
|
|
2021
Q4 | $240K | Buy |
+616
| New | +$240K | 0.07% | 161 |
|