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