Bar Harbor 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 | $607K | Sell |
1,210
-96
| -7% | -$48.2K | 0.04% | 170 |
|
|
2025
Q1 | $608K | Sell |
1,306
-15
| -1% | -$6.99K | 0.04% | 167 |
|
|
2024
Q4 | $625K | Sell |
1,321
-5
| -0.4% | -$2.37K | 0.04% | 165 |
|
|
2024
Q3 | $629K | Hold |
1,326
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $558K | Hold |
1,326
| – | – | 0.04% | 177 |
|
|
2024
Q1 | $521K | Sell |
1,326
-57
| -4% | -$22.4K | 0.03% | 182 |
|
|
2023
Q4 | $540K | Sell |
1,383
-105
| -7% | -$41K | 0.04% | 177 |
|
|
2023
Q3 | $470K | Hold |
1,488
| – | – | 0.04% | 185 |
|
|
2023
Q2 | $517K | Hold |
1,488
| – | – | 0.04% | 182 |
|
|
2023
Q1 | $455K | Hold |
1,488
| – | – | 0.04% | 184 |
|
|
2022
Q4 | $415K | Buy |
+1,488
| New | +$415K | 0.03% | 197 |
|
|
2022
Q3 | – | Sell |
-737
| Closed | -$200K | – | 259 |
|
|
2022
Q2 | $200K | Sell |
737
-28
| -4% | -$7.6K | 0.02% | 255 |
|
|
2022
Q1 | $258K | Hold |
765
| – | – | 0.02% | 207 |
|
|
2021
Q4 | $299K | Sell |
765
-100
| -12% | -$39.1K | 0.03% | 196 |
|
|
2021
Q3 | $307K | Sell |
865
-60
| -6% | -$21.3K | 0.03% | 188 |
|
|
2021
Q2 | $336K | Hold |
925
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $277K | Hold |
925
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $269K | Hold |
925
| – | – | 0.03% | 206 |
|
|
2020
Q3 | $268K | Sell |
925
-25
| -3% | -$7.24K | 0.03% | 199 |
|
|
2020
Q2 | $261K | Sell |
950
-20
| -2% | -$5.5K | 0.03% | 202 |
|
|
2020
Q1 | $205K | Sell |
970
-1
| -0.1% | -$211 | 0.03% | 227 |
|
|
2019
Q4 | $231K | Buy |
+971
| New | +$231K | 0.03% | 272 |
|