Carson Wealth (CWM LLC)’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 | $2.5M | Buy |
4,980
+1,141
| +30% | +$572K | 0.01% | 870 |
|
|
2025
Q1 | $1.79M | Buy |
3,839
+752
| +24% | +$350K | 0.01% | 862 |
|
|
2024
Q4 | $1.46M | Sell |
3,087
-21
| -0.7% | -$9.94K | 0.01% | 909 |
|
|
2024
Q3 | $1.48M | Sell |
3,108
-90
| -3% | -$42.7K | 0.01% | 833 |
|
|
2024
Q2 | $1.35M | Buy |
3,198
+108
| +3% | +$45.5K | 0.01% | 759 |
|
|
2024
Q1 | $1.21M | Buy |
3,090
+130
| +4% | +$51.1K | 0.01% | 785 |
|
|
2023
Q4 | $1.16M | Buy |
2,960
+304
| +11% | +$119K | 0.01% | 743 |
|
|
2023
Q3 | $840K | Buy |
2,656
+153
| +6% | +$48.4K | 0.01% | 809 |
|
|
2023
Q2 | $870K | Sell |
2,503
-72
| -3% | -$25K | 0.01% | 762 |
|
|
2023
Q1 | $788K | Buy |
2,575
+191
| +8% | +$58.5K | 0.01% | 727 |
|
|
2022
Q4 | $664K | Buy |
2,384
+3
| +0.1% | +$836 | ﹤0.01% | 716 |
|
|
2022
Q3 | $579K | Buy |
2,381
+427
| +22% | +$104K | ﹤0.01% | 705 |
|
|
2022
Q2 | $531K | Buy |
1,954
+335
| +21% | +$91K | ﹤0.01% | 714 |
|
|
2022
Q1 | $546K | Buy |
1,619
+543
| +50% | +$183K | ﹤0.01% | 705 |
|
|
2021
Q4 | $420K | Buy |
+1,076
| New | +$420K | ﹤0.01% | 775 |
|
|
2021
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2021
Q1 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2020
Q1 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2019
Q4 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2019
Q3 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2019
Q2 | $304K | Hold |
838
| – | – | ﹤0.01% | 778 |
|
|
2019
Q1 | $304K | Buy |
838
+699
| +503% | +$254K | ﹤0.01% | 778 |
|
|
2018
Q4 | $19K | Buy |
139
+136
| +4,533% | +$18.6K | ﹤0.01% | 1151 |
|
|
2018
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1697 |
|
|
2017
Q4 | – | Sell |
-41
| Closed | -$6K | – | 1527 |
|
|
2017
Q3 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 1033 |
|