AI
AdvisorShares Investments’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Sell |
15,120
-616
| -4% | -$309K | 1.37% | 17 |
|
|
2025
Q1 | $7.38M | Sell |
15,736
-140
| -0.9% | -$65.6K | 1.44% | 15 |
|
|
2024
Q4 | $7.52M | Sell |
15,876
-300
| -2% | -$142K | 1.45% | 8 |
|
|
2024
Q3 | $7.68M | Buy |
16,176
+1,220
| +8% | +$579K | 1.47% | 11 |
|
|
2024
Q2 | $6.3M | Sell |
14,956
-166
| -1% | -$70K | 1.1% | 18 |
|
|
2024
Q1 | $5.94M | Buy |
15,122
+5,100
| +51% | +$2M | 1% | 13 |
|
|
2023
Q4 | $3.91M | Buy |
10,022
+594
| +6% | +$232K | 0.92% | 7 |
|
|
2023
Q3 | $2.98M | Buy |
9,428
+544
| +6% | +$172K | 0.8% | 13 |
|
|
2023
Q2 | $3.09M | Buy |
8,884
+2,176
| +32% | +$757K | 0.88% | 13 |
|
|
2023
Q1 | $2.05M | Buy |
6,708
+2,040
| +44% | +$624K | 0.64% | 17 |
|
|
2022
Q4 | $1.3M | Buy |
4,668
+1,117
| +31% | +$311K | 0.37% | 26 |
|
|
2022
Q3 | $863K | Hold |
3,551
| – | – | 0.23% | 64 |
|
|
2022
Q2 | $966K | Sell |
3,551
-54
| -1% | -$14.7K | 0.27% | 38 |
|
|
2022
Q1 | $1.22M | Buy |
3,605
+308
| +9% | +$104K | 0.2% | 40 |
|
|
2021
Q4 | $1.29M | Sell |
3,297
-387
| -11% | -$151K | 0.16% | 83 |
|
|
2021
Q3 | $1.31M | Hold |
3,684
| – | – | 0.21% | 65 |
|
|
2021
Q2 | $1.34M | Buy |
3,684
+210
| +6% | +$76.1K | 0.18% | 68 |
|
|
2021
Q1 | $1.04M | Buy |
3,474
+208
| +6% | +$62.1K | 0.13% | 82 |
|
|
2020
Q4 | $948K | Sell |
3,266
-8
| -0.2% | -$2.32K | 0.22% | 75 |
|
|
2020
Q3 | $949 | Sell |
3,274
-156
| -5% | -$45 | 0.05% | 67 |
|
|
2020
Q2 | $942K | Sell |
3,430
-156
| -4% | -$42.8K | 0.4% | 53 |
|
|
2020
Q1 | $758K | Buy |
3,586
+156
| +5% | +$33K | 0.66% | 30 |
|
|
2019
Q4 | $814K | Buy |
+3,430
| New | +$814K | 0.51% | 44 |
|