Beacon Pointe Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$957K Buy
2024
Q4
$957K Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.5M Sell
2023
Q4
$1.69M Sell
2023
Q3
$1.46M Buy
2023
Q2
$795K Sell
2023
Q1
$996K Buy
2022
Q4
$746K Buy
2022
Q3
$534K Sell
2022
Q2
$636K Sell
2022
Q1
$1.2M Buy
2021
Q4
$496K Sell
2021
Q3
$469K Sell
2021
Q2
$558K Buy