Ballast Advisors’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 | $1.49M | Buy |
2,973
+109
| +4% | +$54.7K | 0.44% | 38 |
|
|
2025
Q1 | $1.33M | Buy |
2,864
+213
| +8% | +$99.2K | 0.43% | 37 |
|
|
2024
Q4 | $1.25M | Buy |
2,651
+242
| +10% | +$115K | 0.39% | 40 |
|
|
2024
Q3 | $1.14M | Buy |
2,409
+9
| +0.4% | +$4.27K | 0.35% | 44 |
|
|
2024
Q2 | $1.01M | Buy |
2,400
+162
| +7% | +$68.2K | 0.32% | 47 |
|
|
2024
Q1 | $880K | Buy |
2,238
+171
| +8% | +$67.2K | 0.3% | 47 |
|
|
2023
Q4 | $807K | Buy |
2,067
+727
| +54% | +$284K | 0.3% | 47 |
|
|
2023
Q3 | $424K | Buy |
+1,340
| New | +$424K | 0.17% | 74 |
|