Arkadios Wealth 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 | $484K | Buy |
964
+46
| +5% | +$23.1K | 0.01% | 837 |
|
|
2025
Q1 | $428K | Buy |
+918
| New | +$428K | 0.02% | 759 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$32K | – | 1278 |
|
|
2021
Q3 | $32K | Hold |
90
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q2 | $32K | Buy |
90
+78
| +650% | +$27.7K | ﹤0.01% | 1097 |
|
|
2021
Q1 | $3K | Sell |
12
-245
| -95% | -$61.3K | ﹤0.01% | 1473 |
|
|
2020
Q4 | $74K | Buy |
257
+159
| +162% | +$45.8K | 0.02% | 486 |
|
|
2020
Q3 | $28.3K | Buy |
98
+8
| +9% | +$2.31K | 0.01% | 525 |
|
|
2020
Q2 | $26.2K | Buy |
+90
| New | +$26.2K | 0.01% | 489 |
|