Aprio 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
$493K Buy
983
+19
+2% +$9.53K 0.06% 187
2025
Q1
$449K Buy
964
+93
+11% +$43.3K 0.06% 193
2024
Q4
$412K Buy
871
+90
+12% +$42.6K 0.06% 160
2024
Q3
$371K Buy
781
+91
+13% +$43.2K 0.06% 160
2024
Q2
$290K Buy
690
+85
+14% +$35.8K 0.05% 174
2024
Q1
$238K Buy
+605
New +$238K 0.05% 192