Baker Tilly Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Buy
2025
Q2
$269K Buy
2025
Q1
$234K Buy
2024
Q4
$235K Buy
2024
Q3
$225K Buy
2023
Q3
Sell
2023
Q2
$586K Sell
2023
Q1
$528K Sell
2022
Q4
$491K Buy
2022
Q3
$290K Buy
2022
Q2
$318K Buy
2022
Q1
$329K Buy
2021
Q4
$312K Buy
2021
Q3
$252K Buy
2021
Q2
$255K Sell
2021
Q1
$215K Buy