B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.69M | Buy |
3,571
+20
| +0.6% | +$9.47K | 0.06% | 311 |
|
|
2024
Q3 | $1.68M | Buy |
3,551
+7
| +0.2% | +$3.31K | 0.05% | 363 |
|
|
2024
Q2 | $1.49M | Buy |
3,544
+81
| +2% | +$34.1K | 0.04% | 418 |
|
|
2024
Q1 | $1.1M | Buy |
3,463
+65
| +2% | +$20.6K | 0.03% | 497 |
|
|
2023
Q4 | $1.33M | Sell |
3,398
-65
| -2% | -$25.4K | 0.04% | 453 |
|
|
2023
Q3 | $1.1M | Sell |
3,463
-294
| -8% | -$93K | 0.03% | 497 |
|
|
2023
Q2 | $1.31M | Buy |
3,757
+58
| +2% | +$20.2K | 0.03% | 483 |
|
|
2023
Q1 | $1.13M | Sell |
3,699
-502
| -12% | -$154K | 0.03% | 505 |
|
|
2022
Q4 | $1.17M | Buy |
4,201
+93
| +2% | +$25.9K | 0.03% | 482 |
|
|
2022
Q3 | $999K | Buy |
4,108
+618
| +18% | +$150K | 0.03% | 507 |
|
|
2022
Q2 | $950K | Sell |
3,490
-125
| -3% | -$34K | 0.04% | 436 |
|
|
2022
Q1 | $1.22M | Buy |
3,615
+382
| +12% | +$129K | 0.04% | 422 |
|
|
2021
Q4 | $1.26M | Buy |
3,233
+38
| +1% | +$14.8K | 0.04% | 461 |
|
|
2021
Q3 | $1.14M | Sell |
3,195
-240
| -7% | -$85.3K | 0.04% | 477 |
|
|
2021
Q2 | $1.25M | Buy |
3,435
+414
| +14% | +$150K | 0.04% | 449 |
|
|
2021
Q1 | $903K | Buy |
+3,021
| New | +$903K | 0.03% | 508 |
|
|
2019
Q4 | – | Sell |
-1,739
| Closed | -$357K | – | 885 |
|
|
2019
Q3 | $357K | Buy |
1,739
+272
| +19% | +$55.8K | 0.04% | 526 |
|
|
2019
Q2 | $287K | Buy |
+1,467
| New | +$287K | 0.03% | 577 |
|
|
2018
Q4 | – | Sell |
-2,016
| Closed | -$337K | – | 708 |
|
|
2018
Q3 | $337K | Buy |
2,016
+348
| +21% | +$58.2K | 0.04% | 458 |
|
|
2018
Q2 | $285K | Sell |
1,668
-21
| -1% | -$3.59K | 0.04% | 490 |
|
|
2018
Q1 | $273K | Buy |
1,689
+22
| +1% | +$3.56K | 0.04% | 483 |
|
|
2017
Q4 | $247K | Buy |
+1,667
| New | +$247K | 0.03% | 514 |
|
|
2015
Q4 | – | Sell |
-2,520
| Closed | -$248K | – | 600 |
|
|
2015
Q3 | $248K | Buy |
2,520
+160
| +7% | +$15.7K | 0.06% | 408 |
|
|
2015
Q2 | $255K | Buy |
+2,360
| New | +$255K | 0.06% | 383 |
|
|
2015
Q1 | – | Sell |
-1,633
| Closed | -$156 | – | 1386 |
|
|
2014
Q4 | $156 | Buy |
+1,633
| New | +$156 | ﹤0.01% | 1498 |
|
|
2014
Q3 | – | Sell |
-170
| Closed | -$14.9K | – | 1373 |
|
|
2014
Q2 | $14.9K | Buy |
+170
| New | +$14.9K | ﹤0.01% | 1609 |
|