Balboa Wealth Partners’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 | $354K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $382K | Buy |
|
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|
2024
Q3 | $381K | Sell |
|
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|
2024
Q2 | $338K | Buy |
|
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $1.11M | Buy |
|