Angeles 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
$2.04M Buy
4,075
+200
+5% +$100K 0.14% 56
2025
Q1
$1.8M Sell
3,875
-33
-0.8% -$15.4K 0.15% 56
2024
Q4
$1.85M Buy
3,908
+17
+0.4% +$8.05K 0.15% 55
2024
Q3
$1.85M Buy
3,891
+20
+0.5% +$9.49K 0.16% 51
2024
Q2
$1.63M Buy
3,871
+26
+0.7% +$10.9K 0.15% 51
2024
Q1
$1.51M Buy
3,845
+10
+0.3% +$3.93K 0.15% 53
2023
Q4
$1.5M Buy
3,835
+88
+2% +$34.4K 0.18% 49
2023
Q3
$1.18M Buy
3,747
+21
+0.6% +$6.64K 0.17% 51
2023
Q2
$1.3M Buy
3,726
+29
+0.8% +$10.1K 0.18% 56
2023
Q1
$1.13M Buy
3,697
+1
+0% +$306 0.17% 62
2022
Q4
$1.03M Buy
3,696
+5
+0.1% +$1.39K 0.18% 64
2022
Q3
$897K Buy
3,691
+13
+0.4% +$3.16K 0.18% 63
2022
Q2
$1M Sell
3,678
-102
-3% -$27.7K 0.2% 58
2022
Q1
$1.28M Buy
+3,780
New +$1.28M 0.24% 57