Bell Investment 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 | $67.2K | Buy |
134
+2
| +2% | +$1K | 0.01% | 204 |
|
2025
Q1 | $61.5K | Hold |
132
| – | – | 0.01% | 194 |
|
2024
Q4 | $62.5K | Hold |
132
| – | – | 0.01% | 194 |
|
2024
Q3 | $62.6K | Buy |
132
+1
| +0.8% | +$475 | 0.01% | 195 |
|
2024
Q2 | $55.1K | Hold |
131
| – | – | 0.01% | 204 |
|
2024
Q1 | $51.5K | Hold |
131
| – | – | 0.01% | 204 |
|
2023
Q4 | $51.2K | Buy |
131
+6
| +5% | +$2.34K | 0.01% | 192 |
|
2023
Q3 | $39.5K | Sell |
125
-11
| -8% | -$3.48K | 0.01% | 201 |
|
2023
Q2 | $47.3K | Hold |
136
| – | – | 0.01% | 173 |
|
2023
Q1 | $41.6K | Hold |
136
| – | – | 0.01% | 189 |
|
2022
Q4 | $37.9K | Buy |
136
+14
| +11% | +$3.9K | 0.01% | 202 |
|
2022
Q3 | $30K | Buy |
122
+8
| +7% | +$1.97K | 0.01% | 192 |
|
2022
Q2 | $31K | Buy |
+114
| New | +$31K | 0.01% | 190 |
|
2021
Q4 | $54K | Buy |
139
+12
| +9% | +$4.66K | 0.01% | 153 |
|
2021
Q3 | $45K | Buy |
+127
| New | +$45K | 0.01% | 159 |
|