Avantax Advisory Services’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 | $2.39M | Buy |
4,756
+1,104
| +30% | +$554K | 0.01% | 714 |
|
|
2025
Q1 | $1.7M | Buy |
3,652
+524
| +17% | +$244K | 0.01% | 830 |
|
|
2024
Q4 | $1.48M | Buy |
3,128
+76
| +2% | +$36K | 0.01% | 869 |
|
|
2024
Q3 | $1.45M | Buy |
3,052
+380
| +14% | +$180K | 0.01% | 830 |
|
|
2024
Q2 | $1.12M | Buy |
2,672
+1,483
| +125% | +$624K | 0.01% | 918 |
|
|
2024
Q1 | $467K | Buy |
1,189
+153
| +15% | +$60.1K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $405K | Buy |
1,036
+31
| +3% | +$12.1K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $318K | Buy |
1,005
+38
| +4% | +$12K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $336K | Sell |
967
-84
| -8% | -$29.2K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $322K | Buy |
1,051
+3
| +0.3% | +$918 | ﹤0.01% | 1112 |
|
|
2022
Q4 | $292K | Sell |
1,048
-434
| -29% | -$121K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $360K | Sell |
1,482
-823
| -36% | -$200K | 0.01% | 917 |
|
|
2022
Q2 | $627K | Buy |
2,305
+1,568
| +213% | +$427K | 0.01% | 692 |
|
|
2022
Q1 | $244K | Buy |
737
+69
| +10% | +$22.8K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $261K | Buy |
668
+57
| +9% | +$22.3K | ﹤0.01% | 1045 |
|
|
2021
Q3 | $216K | Buy |
+611
| New | +$216K | ﹤0.01% | 1074 |
|
|
2020
Q4 | – | Sell |
-2,621
| Closed | -$760K | – | 1178 |
|
|
2020
Q3 | $760K | Buy |
+2,621
| New | +$760K | 0.01% | 631 |
|