AE 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 | $957K | Buy |
1,908
+588
| +45% | +$295K | 0.01% | 736 |
|
|
2025
Q1 | $615K | Buy |
1,320
+20
| +2% | +$9.32K | 0.01% | 858 |
|
|
2024
Q4 | $616K | Buy |
1,300
+113
| +10% | +$53.5K | 0.01% | 841 |
|
|
2024
Q3 | $564K | Sell |
1,187
-10,828
| -90% | -$5.14M | 0.01% | 853 |
|
|
2024
Q2 | $5.06M | Buy |
12,015
+11,184
| +1,346% | +$4.71M | 0.05% | 323 |
|
|
2024
Q1 | $327K | Sell |
831
-549
| -40% | -$216K | ﹤0.01% | 937 |
|
|
2023
Q4 | $537K | Buy |
1,380
+130
| +10% | +$50.6K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $395K | Buy |
1,250
+122
| +11% | +$38.6K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $392K | Buy |
1,128
+399
| +55% | +$139K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $223K | Buy |
+729
| New | +$223K | ﹤0.01% | 1682 |
|
|
2022
Q4 | – | Sell |
-1,161
| Closed | -$282K | – | 1869 |
|
|
2022
Q3 | $282K | Sell |
1,161
-927
| -44% | -$225K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $568K | Sell |
2,088
-31,047
| -94% | -$8.45M | ﹤0.01% | 1133 |
|
|
2022
Q1 | $11.2M | Sell |
33,135
-1,516
| -4% | -$512K | 0.08% | 262 |
|
|
2021
Q4 | $13.5M | Sell |
34,651
-7,133
| -17% | -$2.79M | 0.09% | 212 |
|
|
2021
Q3 | $14.8M | Buy |
41,784
+2,122
| +5% | +$754K | 0.12% | 184 |
|
|
2021
Q2 | $14.4M | Sell |
39,662
-161
| -0.4% | -$58.3K | 0.13% | 165 |
|
|
2021
Q1 | $11.9M | Sell |
39,823
-6,030
| -13% | -$1.8M | 0.12% | 173 |
|
|
2020
Q4 | $13.3M | Buy |
45,853
+13,720
| +43% | +$3.98M | 0.15% | 147 |
|
|
2020
Q3 | $9.31M | Buy |
32,133
+8,178
| +34% | +$2.37M | 0.13% | 151 |
|
|
2020
Q2 | $6.58M | Buy |
23,955
+14,097
| +143% | +$3.87M | 0.1% | 187 |
|
|
2020
Q1 | $2.09M | Buy |
9,858
+5,463
| +124% | +$1.16M | 0.05% | 300 |
|
|
2019
Q4 | $1.04M | Buy |
4,395
+3,388
| +336% | +$804K | 0.02% | 523 |
|
|
2019
Q3 | $206K | Buy |
+1,007
| New | +$206K | 0.01% | 915 |
|
|
2019
Q2 | – | Sell |
-2,332
| Closed | -$422K | – | 978 |
|
|
2019
Q1 | $422K | Buy |
+2,332
| New | +$422K | 0.03% | 377 |
|