Cary Street Partners Investment 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 | $155K | Buy |
309
+52
| +20% | +$26.1K | 0.08% | 274 |
|
|
2025
Q1 | $120K | Buy |
257
+45
| +21% | +$21K | 0.07% | 282 |
|
|
2024
Q4 | $100K | Sell |
212
-374
| -64% | -$177K | 0.07% | 261 |
|
|
2024
Q3 | $278K | Buy |
586
+12
| +2% | +$5.7K | 0.01% | 641 |
|
|
2024
Q2 | $242K | Buy |
574
+40
| +7% | +$16.8K | 0.01% | 661 |
|
|
2024
Q1 | $210K | Buy |
+534
| New | +$210K | 0.01% | 666 |
|
|
2023
Q4 | – | Sell |
-217
| Closed | -$68.6K | – | 1339 |
|
|
2023
Q3 | $68.6K | Buy |
+217
| New | +$68.6K | ﹤0.01% | 785 |
|