Blue Zone Wealth 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 | $7.32M | Buy |
14,592
+604
| +4% | +$303K | 1.83% | 17 |
|
|
2025
Q1 | $6.51M | Buy |
13,988
+950
| +7% | +$442K | 1.81% | 18 |
|
|
2024
Q4 | $6.17M | Buy |
13,038
+67
| +0.5% | +$31.7K | 1.78% | 16 |
|
|
2024
Q3 | $6.16M | Buy |
12,971
+320
| +3% | +$152K | 1.92% | 17 |
|
|
2024
Q2 | $5.33M | Sell |
12,651
-159
| -1% | -$66.9K | 1.84% | 17 |
|
|
2024
Q1 | $5.03M | Buy |
12,810
+561
| +5% | +$220K | 1.73% | 25 |
|
|
2023
Q4 | $4.78M | Buy |
12,249
+433
| +4% | +$169K | 1.91% | 21 |
|
|
2023
Q3 | $3.74M | Buy |
+11,816
| New | +$3.74M | 1.64% | 25 |
|