Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
536
+34
| +7% | +$17.1K | 0.1% | 196 |
|
|
2025
Q1 | $234K | Buy |
502
+6
| +1% | +$2.79K | 0.09% | 216 |
|
|
2024
Q4 | $235K | Buy |
496
+21
| +4% | +$9.94K | 0.09% | 213 |
|
|
2024
Q3 | $225K | Buy |
+475
| New | +$225K | 0.1% | 219 |
|
|
2023
Q3 | – | Sell |
-1,685
| Closed | -$586K | – | 521 |
|
|
2023
Q2 | $586K | Sell |
1,685
-41
| -2% | -$14.3K | 0.06% | 299 |
|
|
2023
Q1 | $528K | Sell |
1,726
-36
| -2% | -$11K | 0.06% | 319 |
|
|
2022
Q4 | $491K | Buy |
1,762
+569
| +48% | +$159K | 0.06% | 328 |
|
|
2022
Q3 | $290K | Buy |
1,193
+25
| +2% | +$6.08K | 0.04% | 417 |
|
|
2022
Q2 | $318K | Buy |
1,168
+192
| +20% | +$52.3K | 0.04% | 404 |
|
|
2022
Q1 | $329K | Buy |
976
+176
| +22% | +$59.3K | 0.04% | 418 |
|
|
2021
Q4 | $312K | Buy |
800
+91
| +13% | +$35.5K | 0.03% | 424 |
|
|
2021
Q3 | $252K | Buy |
709
+6
| +0.9% | +$2.13K | 0.03% | 439 |
|
|
2021
Q2 | $255K | Sell |
703
-16
| -2% | -$5.8K | 0.04% | 428 |
|
|
2021
Q1 | $215K | Buy |
+719
| New | +$215K | 0.04% | 434 |
|