Aptus 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 | $819K | Sell |
1,634
-354
| -18% | -$178K | 0.01% | 556 |
|
2025
Q1 | $926K | Buy |
1,988
+641
| +48% | +$299K | 0.01% | 520 |
|
2024
Q4 | $638K | Buy |
1,347
+286
| +27% | +$135K | 0.01% | 566 |
|
2024
Q3 | $504K | Buy |
1,061
+25
| +2% | +$11.9K | 0.01% | 535 |
|
2024
Q2 | $436K | Buy |
1,036
+83
| +9% | +$34.9K | 0.01% | 531 |
|
2024
Q1 | $375K | Buy |
953
+113
| +13% | +$44.4K | 0.01% | 567 |
|
2023
Q4 | $328K | Buy |
840
+35
| +4% | +$13.7K | 0.01% | 447 |
|
2023
Q3 | $255K | Buy |
+805
| New | +$255K | 0.01% | 505 |
|