Baldwin 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	$330K	Hold	657	–	–	0.02%	176
2025 Q1	$306K	Sell	657 -158	-19%	-$73.6K	0.02%	180
2024 Q4	$386K	Hold	815	–	–	0.03%	170
2024 Q3	$387K	Hold	815	–	–	0.03%	235
2024 Q2	$343K	Hold	815	–	–	0.03%	166
2024 Q1	$320K	Hold	815	–	–	0.02%	178
2023 Q4	$318K	Hold	815	–	–	0.03%	180
2023 Q3	$258K	Hold	815	–	–	0.02%	201
2023 Q2	$283K	Hold	815	–	–	0.02%	207
2023 Q1	$249K	Hold	815	–	–	0.02%	219
2022 Q4	$227K	Hold	815	–	–	0.02%	221
2022 Q3	$198K	Hold	815	–	–	0.03%	172
2022 Q2	$222K	Hold	815	–	–	0.03%	168
2022 Q1	$275K	Hold	815	–	–	0.03%	174
2021 Q4	$318K	Hold	815	–	–	0.03%	163
2021 Q3	$289K	Hold	815	–	–	0.03%	168
2021 Q2	$295K	Hold	815	–	–	0.03%	159
2021 Q1	$243K	Hold	815	–	–	0.03%	168
2020 Q4	$237K	Hold	815	–	–	0.03%	157
2020 Q3	$236K	Hold	815	–	–	0.03%	148
2020 Q2	$224K	Hold	815	–	–	0.03%	149
2020 Q1	$172K	Hold	815	–	–	0.03%	159
2019 Q4	$193K	Hold	815	–	–	0.03%	184
2019 Q3	$167K	Hold	815	–	–	0.03%	186
2019 Q2	$159K	Hold	815	–	–	0.02%	211
2019 Q1	$148K	Hold	815	–	–	0.02%	213
2018 Q4	$114K	Hold	815	–	–	0.02%	223
2018 Q3	$136K	Hold	815	–	–	0.02%	227
2018 Q2	$139K	Hold	815	–	–	0.02%	226
2018 Q1	$131K	Hold	815	–	–	0.02%	219
2017 Q4	$120K	Hold	815	–	–	0.02%	233
2017 Q3	$113K	Hold	815	–	–	0.02%	227
2017 Q2	$99K	Hold	815	–	–	0.02%	239
2017 Q1	$91K	Hold	815	–	–	0.02%	244
2016 Q4	$77K	Hold	815	–	–	0.01%	256
2016 Q3	$88K	Buy	+815	New	+$88K	0.02%	246