Allworth Financial’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 | $645K | Buy |
1,286
+201
| +19% | +$101K | ﹤0.01% | 759 |
|
|
2025
Q1 | $477K | Buy |
1,085
+84
| +8% | +$36.9K | ﹤0.01% | 692 |
|
|
2024
Q4 | $485K | Buy |
1,001
+43
| +4% | +$20.8K | ﹤0.01% | 697 |
|
|
2024
Q3 | $455K | Sell |
958
-7
| -0.7% | -$3.32K | ﹤0.01% | 597 |
|
|
2024
Q2 | $427K | Buy |
965
+329
| +52% | +$145K | ﹤0.01% | 605 |
|
|
2024
Q1 | $250K | Buy |
636
+5
| +0.8% | +$1.97K | ﹤0.01% | 713 |
|
|
2023
Q4 | $246K | Buy |
631
+143
| +29% | +$55.9K | ﹤0.01% | 682 |
|
|
2023
Q3 | $154K | Buy |
488
+10
| +2% | +$3.16K | ﹤0.01% | 754 |
|
|
2023
Q2 | $166K | Sell |
478
-6
| -1% | -$2.09K | ﹤0.01% | 746 |
|
|
2023
Q1 | $148K | Buy |
484
+37
| +8% | +$11.3K | ﹤0.01% | 724 |
|
|
2022
Q4 | $125K | Buy |
447
+139
| +45% | +$38.7K | ﹤0.01% | 752 |
|
|
2022
Q3 | $75K | Sell |
308
-158
| -34% | -$38.5K | ﹤0.01% | 843 |
|
|
2022
Q2 | $127K | Buy |
466
+38
| +9% | +$10.4K | ﹤0.01% | 655 |
|
|
2022
Q1 | $144K | Buy |
428
+75
| +21% | +$25.2K | ﹤0.01% | 628 |
|
|
2021
Q4 | $138K | Buy |
353
+51
| +17% | +$19.9K | ﹤0.01% | 612 |
|
|
2021
Q3 | $107K | Buy |
+302
| New | +$107K | ﹤0.01% | 598 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$119K | – | 1625 |
|
|
2021
Q1 | $119K | Hold |
400
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $116K | Hold |
400
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $116K | Hold |
400
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $110K | Hold |
400
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $85K | Hold |
400
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $95K | Buy |
+400
| New | +$95K | ﹤0.01% | 287 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$3K | – | 1004 |
|
|
2019
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 770 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 956 |
|
|
2018
Q2 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 892 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 848 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 790 |
|