Annis Gardner Whiting Capital Advisors’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 | $87.3K | Buy |
174
+28
| +19% | +$14K | 0.03% | 325 |
|
|
2025
Q1 | $68K | Buy |
146
+34
| +30% | +$15.8K | 0.03% | 317 |
|
|
2024
Q4 | $53K | Hold |
112
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $53.2K | Sell |
112
-73
| -39% | -$34.6K | 0.02% | 357 |
|
|
2024
Q2 | $77.9K | Buy |
185
+2
| +1% | +$842 | 0.02% | 340 |
|
|
2024
Q1 | $71.9K | Buy |
183
+73
| +66% | +$28.7K | 0.03% | 336 |
|
|
2023
Q4 | $43K | Hold |
110
| – | – | 0.02% | 316 |
|
|
2023
Q3 | $34.8K | Buy |
+110
| New | +$34.8K | 0.02% | 322 |
|