Accretive Wealth Partners’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 | $1.38M | Buy |
2,753
+24
| +0.9% | +$12K | 0.45% | 69 |
|
|
2025
Q1 | $1.26M | Buy |
2,729
+198
| +8% | +$91.7K | 0.45% | 71 |
|
|
2024
Q4 | $1.2M | Sell |
2,531
-32
| -1% | -$15.1K | 0.51% | 66 |
|
|
2024
Q3 | $1.22M | Sell |
2,563
-28
| -1% | -$13.3K | 0.51% | 67 |
|
|
2024
Q2 | $1.09M | Sell |
2,591
-13
| -0.5% | -$5.47K | 0.46% | 70 |
|
|
2024
Q1 | $991K | Sell |
2,604
-33
| -1% | -$12.6K | 0.44% | 72 |
|
|
2023
Q4 | $1.03M | Sell |
2,637
-13
| -0.5% | -$5.08K | 0.49% | 69 |
|
|
2023
Q3 | $838K | Buy |
2,650
+30
| +1% | +$9.49K | 0.5% | 64 |
|
|
2023
Q2 | $911K | Buy |
2,620
+114
| +5% | +$39.6K | 0.54% | 65 |
|
|
2023
Q1 | $767K | Buy |
2,506
+64
| +3% | +$19.6K | 0.49% | 68 |
|
|
2022
Q4 | $680K | Buy |
2,442
+91
| +4% | +$25.4K | 0.47% | 69 |
|
|
2022
Q3 | $572K | Buy |
2,351
+8
| +0.3% | +$1.95K | 0.44% | 76 |
|
|
2022
Q2 | $637K | Sell |
2,343
-182
| -7% | -$49.5K | 0.46% | 72 |
|
|
2022
Q1 | $852K | Buy |
2,525
+49
| +2% | +$16.5K | 0.53% | 68 |
|
|
2021
Q4 | $967K | Buy |
2,476
+64
| +3% | +$25K | 0.62% | 61 |
|
|
2021
Q3 | $856K | Buy |
2,412
+86
| +4% | +$30.5K | 0.6% | 67 |
|
|
2021
Q2 | $843K | Buy |
2,326
+160
| +7% | +$58K | 0.61% | 68 |
|
|
2021
Q1 | $647K | Buy |
2,166
+310
| +17% | +$92.6K | 0.58% | 77 |
|
|
2020
Q4 | $539K | Buy |
+1,856
| New | +$539K | 0.53% | 87 |
|