Carolinas Wealth Consulting’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 | – | Sell |
-24
| Closed | -$11.2K | – | 567 |
|
|
2025
Q1 | $11.2K | Sell |
24
-1
| -4% | -$466 | ﹤0.01% | 522 |
|
|
2024
Q4 | $11.8K | Hold |
25
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $11.9K | Buy |
25
+3
| +14% | +$1.42K | ﹤0.01% | 540 |
|
|
2024
Q2 | $9.26K | Sell |
22
-1
| -4% | -$421 | ﹤0.01% | 569 |
|
|
2024
Q1 | $9.04K | Sell |
23
-106
| -82% | -$41.7K | ﹤0.01% | 574 |
|
|
2023
Q4 | $50.4K | Hold |
129
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $39.8K | Sell |
129
-10
| -7% | -$3.08K | 0.01% | 341 |
|
|
2023
Q2 | $48.4K | Sell |
139
-35
| -20% | -$12.2K | 0.01% | 349 |
|
|
2023
Q1 | $53.1K | Sell |
174
-24
| -12% | -$7.33K | 0.01% | 347 |
|
|
2022
Q4 | $55.3K | Buy |
198
+24
| +14% | +$6.7K | 0.01% | 338 |
|
|
2022
Q3 | $42K | Hold |
174
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $47K | Buy |
174
+18
| +12% | +$4.86K | 0.01% | 338 |
|
|
2022
Q1 | $53K | Buy |
156
+8
| +5% | +$2.72K | 0.01% | 346 |
|
|
2021
Q4 | $58K | Buy |
148
+13
| +10% | +$5.1K | 0.01% | 342 |
|
|
2021
Q3 | $48K | Sell |
135
-37
| -22% | -$13.2K | 0.01% | 351 |
|
|
2021
Q2 | $62K | Sell |
172
-59
| -26% | -$21.3K | 0.01% | 333 |
|
|
2021
Q1 | $69K | Buy |
231
+27
| +13% | +$8.07K | 0.02% | 312 |
|
|
2020
Q4 | $59K | Sell |
204
-96
| -32% | -$27.8K | 0.02% | 315 |
|
|
2020
Q3 | $87K | Buy |
300
+290
| +2,900% | +$84.1K | 0.03% | 212 |
|
|
2020
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 454 |
|