BSW Wealth Partners’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 | $549K | Buy |
1,094
+11
| +1% | +$5.52K | 0.08% | 149 |
|
|
2025
Q1 | $504K | Sell |
1,083
-17
| -2% | -$7.92K | 0.08% | 152 |
|
|
2024
Q4 | $521K | Buy |
1,100
+77
| +8% | +$36.4K | 0.08% | 155 |
|
|
2024
Q3 | $485K | Sell |
1,023
-29
| -3% | -$13.8K | 0.07% | 154 |
|
|
2024
Q2 | $443K | Sell |
1,052
-29
| -3% | -$12.2K | 0.07% | 148 |
|
|
2024
Q1 | $425K | Buy |
1,081
+292
| +37% | +$115K | 0.07% | 159 |
|
|
2023
Q4 | $308K | Buy |
789
+8
| +1% | +$3.13K | 0.06% | 200 |
|
|
2023
Q3 | $247K | Buy |
781
+16
| +2% | +$5.06K | 0.06% | 207 |
|
|
2023
Q2 | $266K | Buy |
765
+5
| +0.7% | +$1.74K | 0.06% | 205 |
|
|
2023
Q1 | $233K | Sell |
760
-26
| -3% | -$7.96K | 0.05% | 268 |
|
|
2022
Q4 | $219K | Buy |
+786
| New | +$219K | 0.05% | 263 |
|