Beacon Investment Advisory Services’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 | $1.95M | Sell |
3,883
-1,328
| -25% | -$666K | 0.09% | 111 |
|
|
2025
Q1 | $2.43M | Buy |
5,211
+443
| +9% | +$206K | 0.11% | 103 |
|
|
2024
Q4 | $2.26M | Buy |
4,768
+524
| +12% | +$248K | 0.1% | 113 |
|
|
2024
Q3 | $2.01M | Sell |
4,244
-85
| -2% | -$40.3K | 0.08% | 119 |
|
|
2024
Q2 | $1.82M | Sell |
4,329
-370
| -8% | -$156K | 0.08% | 119 |
|
|
2024
Q1 | $1.85M | Sell |
4,699
-335
| -7% | -$132K | 0.08% | 120 |
|
|
2023
Q4 | $1.97M | Sell |
5,034
-60
| -1% | -$23.4K | 0.09% | 121 |
|
|
2023
Q3 | $1.61M | Sell |
5,094
-620
| -11% | -$196K | 0.08% | 127 |
|
|
2023
Q2 | $1.99M | Buy |
5,714
+350
| +7% | +$122K | 0.09% | 127 |
|
|
2023
Q1 | $1.64M | Sell |
5,364
-683
| -11% | -$209K | 0.08% | 130 |
|
|
2022
Q4 | $1.68M | Buy |
6,047
+1,325
| +28% | +$369K | 0.09% | 128 |
|
|
2022
Q3 | $1.15M | Buy |
4,722
+11
| +0.2% | +$2.67K | 0.06% | 140 |
|
|
2022
Q2 | $1.28M | Buy |
4,711
+181
| +4% | +$49.2K | 0.07% | 142 |
|
|
2022
Q1 | $1.53M | Buy |
4,530
+504
| +13% | +$170K | 0.07% | 140 |
|
|
2021
Q4 | $1.57M | Buy |
4,026
+756
| +23% | +$295K | 0.06% | 143 |
|
|
2021
Q3 | $1.16M | Hold |
3,270
| – | – | 0.05% | 156 |
|
|
2021
Q2 | $1.19M | Sell |
3,270
-160
| -5% | -$58K | 0.05% | 158 |
|
|
2021
Q1 | $1.02M | Sell |
3,430
-7
| -0.2% | -$2.09K | 0.04% | 158 |
|
|
2020
Q4 | $998K | Buy |
3,437
+382
| +13% | +$111K | 0.05% | 149 |
|
|
2020
Q3 | $885K | Buy |
3,055
+175
| +6% | +$50.7K | 0.05% | 149 |
|
|
2020
Q2 | $791K | Buy |
+2,880
| New | +$791K | 0.05% | 149 |
|