Castle Rock Wealth Management’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 | $776K | Buy |
1,549
+2
| +0.1% | +$1K | 0.18% | 124 |
|
|
2025
Q1 | $723K | Hold |
1,547
| – | – | 0.2% | 124 |
|
|
2024
Q4 | $809K | Hold |
1,547
| – | – | 0.19% | 119 |
|
|
2024
Q3 | $712K | Buy |
1,547
+2
| +0.1% | +$921 | 0.17% | 134 |
|
|
2024
Q2 | $651K | Hold |
1,545
| – | – | 0.16% | 134 |
|
|
2024
Q1 | $576K | Buy |
1,545
+2
| +0.1% | +$746 | 0.16% | 138 |
|
|
2023
Q4 | $573K | Hold |
1,543
| – | – | 0.17% | 136 |
|
|
2023
Q3 | $489K | Hold |
1,543
| – | – | 0.16% | 141 |
|
|
2023
Q2 | $535K | Hold |
1,543
| – | – | 0.18% | 124 |
|
|
2023
Q1 | $472K | Hold |
1,543
| – | – | 0.17% | 129 |
|
|
2022
Q4 | $491K | Sell |
1,543
-165
| -10% | -$52.5K | 0.22% | 123 |
|
|
2022
Q3 | $411K | Hold |
1,708
| – | – | 0.21% | 124 |
|
|
2022
Q2 | $487K | Hold |
1,708
| – | – | 0.25% | 114 |
|
|
2022
Q1 | $570K | Hold |
1,708
| – | – | 0.26% | 117 |
|
|
2021
Q4 | $584K | Hold |
1,708
| – | – | 0.24% | 123 |
|
|
2021
Q3 | $661K | Hold |
1,708
| – | – | 0.23% | 128 |
|
|
2021
Q2 | $650K | Hold |
1,708
| – | – | 0.24% | 124 |
|
|
2021
Q1 | $555K | Hold |
1,708
| – | – | 0.22% | 145 |
|
|
2020
Q4 | $456K | Buy |
+1,708
| New | +$456K | 0.19% | 158 |
|
|
2020
Q3 | – | Sell |
-1,708
| Closed | -$471K | – | 196 |
|
|
2020
Q2 | $471K | Hold |
1,708
| – | – | 0.28% | 121 |
|
|
2020
Q1 | $434K | Hold |
1,708
| – | – | 0.37% | 71 |
|
|
2019
Q4 | $463K | Sell |
1,708
-168
| -9% | -$45.5K | 0.42% | 91 |
|
|
2019
Q3 | $409K | Buy |
+1,876
| New | +$409K | 0.42% | 88 |
|