Accurate 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 | $474K | Buy |
937
+91
| +11% | +$46K | 0.07% | 270 |
|
|
2025
Q1 | $362K | Buy |
846
+178
| +27% | +$76.2K | 0.07% | 249 |
|
|
2024
Q4 | $303K | Buy |
668
+100
| +18% | +$45.3K | 0.06% | 289 |
|
|
2024
Q3 | $276K | Sell |
568
-27
| -5% | -$13.1K | 0.06% | 298 |
|
|
2024
Q2 | $266K | Sell |
595
-65
| -10% | -$29K | 0.06% | 255 |
|
|
2024
Q1 | $247K | Buy |
660
+54
| +9% | +$20.2K | 0.07% | 246 |
|
|
2023
Q4 | $228K | Buy |
+606
| New | +$228K | 0.07% | 246 |
|
|
2023
Q1 | – | Sell |
-157
| Closed | -$46.5K | – | 932 |
|
|
2022
Q4 | $46.5K | Buy |
+157
| New | +$46.5K | 0.02% | 474 |
|