Buckingham Strategic 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
Q2 | $364K | Buy |
865
+13
| +2% | +$5.47K | ﹤0.01% | 543 |
|
|
2024
Q1 | $335K | Sell |
852
-3
| -0.4% | -$1.18K | ﹤0.01% | 562 |
|
|
2023
Q4 | $334K | Buy |
855
+64
| +8% | +$25K | ﹤0.01% | 542 |
|
|
2023
Q3 | $250K | Buy |
791
+44
| +6% | +$13.9K | ﹤0.01% | 572 |
|
|
2023
Q2 | $260K | Buy |
747
+17
| +2% | +$5.91K | ﹤0.01% | 565 |
|
|
2023
Q1 | $203K | Hold |
730
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $203K | Buy |
+730
| New | +$203K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-649
| Closed | -$219K | – | 629 |
|
|
2022
Q1 | $219K | Buy |
649
+1
| +0.2% | +$337 | ﹤0.01% | 543 |
|
|
2021
Q4 | $253K | Buy |
648
+25
| +4% | +$9.76K | ﹤0.01% | 516 |
|
|
2021
Q3 | $221K | Buy |
623
+6
| +1% | +$2.13K | ﹤0.01% | 541 |
|
|
2021
Q2 | $224K | Buy |
+617
| New | +$224K | 0.01% | 537 |
|
|
2021
Q1 | – | Sell |
-2,117
| Closed | -$614K | – | 565 |
|
|
2020
Q4 | $614K | Buy |
2,117
+1,005
| +90% | +$291K | 0.03% | 282 |
|
|
2020
Q3 | $322K | Hold |
1,112
| – | – | 0.02% | 353 |
|
|
2020
Q2 | $305K | Sell |
1,112
-1,182
| -52% | -$324K | 0.03% | 310 |
|
|
2020
Q1 | $485K | Buy |
+2,294
| New | +$485K | 0.05% | 253 |
|