Allworth Financial’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
|
|||||
|
2025
Q1 | $477K | Buy |
|
|||||
|
2024
Q4 | $485K | Buy |
|
|||||
|
2024
Q3 | $455K | Sell |
|
|||||
|
2024
Q2 | $427K | Buy |
|
|||||
|
2024
Q1 | $250K | Buy |
|
|||||
|
2023
Q4 | $246K | Buy |
|
|||||
|
2023
Q3 | $154K | Buy |
|
|||||
|
2023
Q2 | $166K | Sell |
|
|||||
|
2023
Q1 | $148K | Buy |
|
|||||
|
2022
Q4 | $125K | Buy |
|
|||||
|
2022
Q3 | $75K | Sell |
|
|||||
|
2022
Q2 | $127K | Buy |
|
|||||
|
2022
Q1 | $144K | Buy |
|
|||||
|
2021
Q4 | $138K | Buy |
|
|||||
|
2021
Q3 | $107K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $119K | Hold |
|
|||||
|
2020
Q4 | $116K | Hold |
|
|||||
|
2020
Q3 | $116K | Hold |
|
|||||
|
2020
Q2 | $110K | Hold |
|
|||||
|
2020
Q1 | $85K | Hold |
|
|||||
|
2019
Q4 | $95K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $3K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1K | Buy |
|
|||||
|
2018
Q1 | $0 | Sell |
|
|||||
|
2017
Q4 | $0 | Buy |
|