Beacon Pointe 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 | $1.12M | Buy |
2,240
+185
| +9% | +$92.8K | 0.01% | 634 |
|
|
2025
Q1 | $957K | Buy |
2,055
+33
| +2% | +$15.4K | 0.01% | 646 |
|
|
2024
Q4 | $957K | Sell |
2,022
-543
| -21% | -$257K | 0.01% | 637 |
|
|
2024
Q3 | $1.22M | Sell |
2,565
-128
| -5% | -$60.7K | 0.01% | 579 |
|
|
2024
Q2 | $1.13M | Sell |
2,693
-1,134
| -30% | -$477K | 0.01% | 604 |
|
|
2024
Q1 | $1.5M | Sell |
3,827
-504
| -12% | -$198K | 0.02% | 561 |
|
|
2023
Q4 | $1.69M | Sell |
4,331
-287
| -6% | -$112K | 0.02% | 516 |
|
|
2023
Q3 | $1.46M | Buy |
4,618
+2,331
| +102% | +$737K | 0.02% | 526 |
|
|
2023
Q2 | $795K | Sell |
2,287
-967
| -30% | -$336K | 0.01% | 579 |
|
|
2023
Q1 | $996K | Buy |
3,254
+576
| +22% | +$176K | 0.02% | 550 |
|
|
2022
Q4 | $746K | Buy |
2,678
+462
| +21% | +$129K | 0.01% | 577 |
|
|
2022
Q3 | $534K | Sell |
2,216
-107
| -5% | -$25.8K | 0.01% | 615 |
|
|
2022
Q2 | $636K | Sell |
2,323
-1,223
| -34% | -$335K | 0.01% | 583 |
|
|
2022
Q1 | $1.2M | Buy |
3,546
+2,275
| +179% | +$767K | 0.02% | 569 |
|
|
2021
Q4 | $496K | Sell |
1,271
-50
| -4% | -$19.5K | 0.01% | 575 |
|
|
2021
Q3 | $469K | Sell |
1,321
-220
| -14% | -$78.1K | 0.01% | 555 |
|
|
2021
Q2 | $558K | Buy |
+1,541
| New | +$558K | 0.02% | 460 |
|