Arax Advisory Partners’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 | $1.93M | Buy |
3,784
+881
| +30% | +$450K | 0.09% | 157 |
|
|
2025
Q1 | $1.35M | Sell |
2,903
-460
| -14% | -$214K | 0.09% | 146 |
|
|
2024
Q4 | $1.59M | Buy |
3,363
+5
| +0.1% | +$2.37K | 0.1% | 125 |
|
|
2024
Q3 | $1.59M | Sell |
3,358
-63
| -2% | -$29.9K | 0.14% | 81 |
|
|
2024
Q2 | $1.44M | Buy |
3,421
+958
| +39% | +$403K | 0.14% | 85 |
|
|
2024
Q1 | $968K | Sell |
2,463
-134
| -5% | -$52.7K | 0.1% | 110 |
|
|
2023
Q4 | $1.01M | Sell |
2,597
-214
| -8% | -$83.6K | 0.11% | 105 |
|
|
2023
Q3 | $889K | Buy |
2,811
+1,669
| +146% | +$528K | 0.11% | 106 |
|
|
2023
Q2 | $397K | Sell |
1,142
-13
| -1% | -$4.52K | 0.05% | 151 |
|
|
2023
Q1 | $353K | Buy |
1,155
+161
| +16% | +$49.3K | 0.05% | 162 |
|
|
2022
Q4 | $277K | Sell |
994
-205
| -17% | -$57.1K | 0.04% | 188 |
|
|
2022
Q3 | $291K | Buy |
1,199
+98
| +9% | +$23.8K | 0.05% | 158 |
|
|
2022
Q2 | $299K | Buy |
1,101
+2
| +0.2% | +$543 | 0.05% | 161 |
|
|
2022
Q1 | $371K | Sell |
1,099
-12
| -1% | -$4.05K | 0.05% | 152 |
|
|
2021
Q4 | $434K | Buy |
1,111
+4
| +0.4% | +$1.56K | 0.06% | 125 |
|
|
2021
Q3 | $393K | Buy |
1,107
+117
| +12% | +$41.5K | 0.05% | 121 |
|
|
2021
Q2 | $359K | Buy |
+990
| New | +$359K | 0.05% | 140 |
|
|
2020
Q4 | $227K | Buy |
783
+6
| +0.8% | +$1.74K | 0.03% | 191 |
|
|
2020
Q3 | $225K | Buy |
777
+29
| +4% | +$8.4K | 0.04% | 167 |
|
|
2020
Q2 | $205K | Buy |
748
+365
| +95% | +$100K | 0.04% | 170 |
|
|
2020
Q1 | $81K | Sell |
383
-271
| -41% | -$57.3K | 0.02% | 263 |
|
|
2019
Q4 | $155K | Sell |
654
-153
| -19% | -$36.3K | 0.04% | 190 |
|
|
2019
Q3 | $165K | Buy |
807
+1
| +0.1% | +$204 | 0.05% | 176 |
|
|
2019
Q2 | $157K | Buy |
+806
| New | +$157K | 0.05% | 170 |
|
|
2018
Q4 | $22K | Sell |
155
-1
| -0.6% | -$142 | 0.01% | 358 |
|
|
2018
Q3 | $26K | Sell |
156
-805
| -84% | -$134K | 0.01% | 367 |
|
|
2018
Q2 | $163K | Buy |
961
+135
| +16% | +$22.9K | 0.07% | 110 |
|
|
2018
Q1 | $133K | Buy |
826
+5
| +0.6% | +$805 | 0.07% | 114 |
|
|
2017
Q4 | $121K | Hold |
821
| – | – | 0.05% | 134 |
|
|
2017
Q3 | $114K | Hold |
821
| – | – | 0.05% | 136 |
|
|
2017
Q2 | $100K | Buy |
821
+350
| +74% | +$42.6K | 0.05% | 158 |
|
|
2017
Q1 | $52K | Buy |
471
+348
| +283% | +$38.4K | 0.03% | 200 |
|
|
2016
Q4 | $12K | Buy |
+123
| New | +$12K | 0.01% | 303 |
|