Bellwether 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 | $6.02K | Sell |
12
-12,871
| -100% | -$6.46M | ﹤0.01% | 404 |
|
|
2025
Q1 | $6M | Buy |
12,883
+2,661
| +26% | +$1.24M | 1.25% | 18 |
|
|
2024
Q4 | $4.84M | Buy |
10,222
+3,848
| +60% | +$1.82M | 0.87% | 24 |
|
|
2024
Q3 | $3.02M | Buy |
+6,374
| New | +$3.02M | 0.58% | 39 |
|
|
2023
Q2 | – | Sell |
-23
| Closed | -$7.04K | – | 309 |
|
|
2023
Q1 | $7.04K | Hold |
23
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $6.41K | Buy |
23
+11
| +92% | +$3.07K | ﹤0.01% | 301 |
|
|
2022
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 394 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 509 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 511 |
|