Addison 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 | $678K | Buy |
1,351
+530
| +65% | +$266K | 0.17% | 104 |
|
|
2025
Q1 | $382K | Buy |
821
+10
| +1% | +$4.66K | 0.1% | 130 |
|
|
2024
Q4 | $384K | Sell |
811
-5
| -0.6% | -$2.37K | 0.11% | 129 |
|
|
2024
Q3 | $387K | Hold |
816
| – | – | 0.11% | 134 |
|
|
2024
Q2 | $343K | Buy |
816
+21
| +3% | +$8.84K | 0.11% | 135 |
|
|
2024
Q1 | $312K | Buy |
795
+14
| +2% | +$5.5K | 0.11% | 137 |
|
|
2023
Q4 | $305K | Buy |
781
+15
| +2% | +$5.86K | 0.12% | 128 |
|
|
2023
Q3 | $242K | Buy |
766
+29
| +4% | +$9.17K | 0.11% | 131 |
|
|
2023
Q2 | $256K | Buy |
737
+40
| +6% | +$13.9K | 0.13% | 125 |
|
|
2023
Q1 | $213K | Buy |
697
+58
| +9% | +$17.7K | 0.12% | 134 |
|
|
2022
Q4 | $178K | Buy |
639
+549
| +610% | +$153K | 0.11% | 140 |
|
|
2022
Q3 | $22K | Buy |
+90
| New | +$22K | 0.01% | 342 |
|
|
2022
Q2 | – | Sell |
-332
| Closed | -$112K | – | 731 |
|
|
2022
Q1 | $112K | Buy |
332
+329
| +10,967% | +$111K | 0.06% | 198 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 608 |
|