Bison Wealth’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,580
| Closed | -$750K | – | 386 |
|
|
2024
Q3 | $750K | Sell |
1,580
-79
| -5% | -$37.5K | 0.12% | 172 |
|
|
2024
Q2 | $652K | Hold |
1,659
| – | – | 0.11% | 199 |
|
|
2024
Q1 | $652K | Buy |
1,659
+48
| +3% | +$18.9K | 0.11% | 199 |
|
|
2023
Q4 | $629K | Buy |
1,611
+94
| +6% | +$36.7K | 0.11% | 201 |
|
|
2023
Q3 | $480K | Buy |
1,517
+4
| +0.3% | +$1.27K | 0.09% | 219 |
|
|
2023
Q2 | $526K | Buy |
1,513
+175
| +13% | +$60.9K | 0.1% | 208 |
|
|
2023
Q1 | $413K | Sell |
1,338
-24
| -2% | -$7.42K | 0.13% | 172 |
|
|
2022
Q4 | $428K | Buy |
1,362
+75
| +6% | +$23.6K | 0.14% | 169 |
|
|
2022
Q3 | $312K | Buy |
+1,287
| New | +$312K | 0.12% | 198 |
|