Avidian Wealth Enterprises’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
$494K Buy
984
+477
+94% +$239K 0.02% 338
2025
Q1
$236K Buy
507
+80
+19% +$37.3K 0.01% 470
2024
Q4
$202K Buy
+427
New +$202K 0.01% 488
2020
Q3
Sell
-1,115
Closed -$306K 282
2020
Q2
$306K Buy
+1,115
New +$306K 0.04% 191