Accretive Wealth Partners’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2025
Q2
$1.38M Buy
2025
Q1
$1.26M Buy
2024
Q4
$1.2M Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.09M Sell
2024
Q1
$991K Sell
2023
Q4
$1.03M Sell
2023
Q3
$838K Buy
2023
Q2
$911K Buy
2023
Q1
$767K Buy
2022
Q4
$680K Buy
2022
Q3
$572K Buy
2022
Q2
$637K Sell
2022
Q1
$852K Buy
2021
Q4
$967K Buy
2021
Q3
$856K Buy
2021
Q2
$843K Buy
2021
Q1
$647K Buy
2020
Q4
$539K Buy