Carson Advisory’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 | $361K | Hold |
720
| – | – | 0.23% | 103 |
|
|
2025
Q1 | $335K | Sell |
720
-21
| -3% | -$9.78K | 0.23% | 102 |
|
|
2024
Q4 | $351K | Buy |
741
+21
| +3% | +$9.94K | 0.24% | 99 |
|
|
2024
Q3 | $342K | Hold |
720
| – | – | 0.21% | 118 |
|
|
2024
Q2 | $303K | Hold |
720
| – | – | 0.21% | 112 |
|
|
2024
Q1 | $283K | Hold |
720
| – | – | 0.2% | 122 |
|
|
2023
Q4 | $281K | Hold |
720
| – | – | 0.22% | 116 |
|
|
2023
Q3 | $228K | Hold |
720
| – | – | 0.2% | 133 |
|
|
2023
Q2 | $250K | Hold |
720
| – | – | 0.21% | 122 |
|
|
2023
Q1 | $220K | Hold |
720
| – | – | 0.2% | 128 |
|
|
2022
Q4 | $201K | Buy |
+720
| New | +$201K | 0.19% | 127 |
|
|
2022
Q3 | – | Sell |
-840
| Closed | -$228K | – | 131 |
|
|
2022
Q2 | $228K | Buy |
840
+100
| +14% | +$27.1K | 0.25% | 102 |
|
|
2022
Q1 | $250K | Hold |
740
| – | – | 0.25% | 100 |
|
|
2021
Q4 | $289K | Buy |
+740
| New | +$289K | 0.29% | 88 |
|