Balboa Wealth Partners’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 | $363K | Sell |
724
-87
| -11% | -$43.6K | 0.07% | 210 |
|
|
2025
Q1 | $378K | Buy |
811
+5
| +0.6% | +$2.33K | 0.09% | 162 |
|
|
2024
Q4 | $382K | Buy |
806
+3
| +0.4% | +$1.42K | 0.09% | 170 |
|
|
2024
Q3 | $381K | Sell |
803
-1
| -0.1% | -$475 | 0.09% | 165 |
|
|
2024
Q2 | $338K | Buy |
804
+35
| +5% | +$14.7K | 0.09% | 175 |
|
|
2024
Q1 | $302K | Sell |
769
-180
| -19% | -$70.7K | 0.09% | 166 |
|
|
2023
Q4 | $371K | Sell |
949
-11
| -1% | -$4.3K | 0.12% | 136 |
|
|
2023
Q3 | $303K | Buy |
960
+126
| +15% | +$39.8K | 0.11% | 151 |
|
|
2023
Q2 | $290K | Sell |
834
-129
| -13% | -$44.9K | 0.1% | 164 |
|
|
2023
Q1 | $295K | Sell |
963
-1,666
| -63% | -$510K | 0.11% | 161 |
|
|
2022
Q4 | $732K | Sell |
2,629
-1,923
| -42% | -$536K | 0.33% | 71 |
|
|
2022
Q3 | $1.11M | Buy |
+4,552
| New | +$1.11M | 0.49% | 42 |
|