Atria Wealth Solutions’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 | $1.05M | Sell |
2,095
-1,490
| -42% | -$747K | 0.02% | 617 |
|
|
2025
Q1 | $1.67M | Buy |
3,585
+1,743
| +95% | +$812K | 0.02% | 692 |
|
|
2024
Q4 | $872K | Sell |
1,842
-4,086
| -69% | -$1.93M | 0.01% | 972 |
|
|
2024
Q3 | $2.81M | Sell |
5,928
-178
| -3% | -$84.5K | 0.03% | 513 |
|
|
2024
Q2 | $2.57M | Sell |
6,106
-405
| -6% | -$170K | 0.03% | 547 |
|
|
2024
Q1 | $2.56M | Buy |
6,511
+344
| +6% | +$135K | 0.03% | 553 |
|
|
2023
Q4 | $2.41M | Buy |
6,167
+199
| +3% | +$77.7K | 0.03% | 545 |
|
|
2023
Q3 | $1.89M | Buy |
5,968
+350
| +6% | +$111K | 0.03% | 577 |
|
|
2023
Q2 | $1.95M | Buy |
5,618
+1,229
| +28% | +$427K | 0.03% | 575 |
|
|
2023
Q1 | $1.34M | Buy |
4,389
+3,325
| +313% | +$1.02M | 0.02% | 693 |
|
|
2022
Q4 | $296K | Buy |
1,064
+172
| +19% | +$47.9K | ﹤0.01% | 1360 |
|
|
2022
Q3 | $217K | Buy |
+892
| New | +$217K | ﹤0.01% | 1503 |
|
|
2022
Q2 | – | Sell |
-772
| Closed | -$260K | – | 1757 |
|
|
2022
Q1 | $260K | Buy |
+772
| New | +$260K | ﹤0.01% | 1395 |
|