Avitas Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Buy |
2,803
+22
| +0.8% | +$10.4K | 0.18% | 118 |
|
|
2024
Q3 | $1.32M | Buy |
2,781
+47
| +2% | +$22.3K | 0.19% | 125 |
|
|
2024
Q2 | $1.15M | Buy |
2,734
+22
| +0.8% | +$9.26K | 0.17% | 129 |
|
|
2024
Q1 | $1.07M | Buy |
2,712
+52
| +2% | +$20.4K | 0.16% | 138 |
|
|
2023
Q4 | $1.04M | Buy |
2,660
+97
| +4% | +$37.9K | 0.17% | 130 |
|
|
2023
Q3 | $810K | Buy |
2,563
+7
| +0.3% | +$2.21K | 0.15% | 139 |
|
|
2023
Q2 | $889K | Buy |
2,556
+30
| +1% | +$10.4K | 0.16% | 132 |
|
|
2023
Q1 | $773K | Buy |
+2,526
| New | +$773K | 0.15% | 139 |
|