Checchi Capital Advisers’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 | $664K | Sell |
1,323
-15
| -1% | -$7.52K | 0.04% | 279 |
|
2025
Q1 | $623K | Buy |
1,338
+11
| +0.8% | +$5.12K | 0.03% | 282 |
|
2024
Q4 | $628K | Buy |
1,327
+11
| +0.8% | +$5.21K | 0.04% | 272 |
|
2024
Q3 | $625K | Buy |
1,316
+15
| +1% | +$7.12K | 0.03% | 277 |
|
2024
Q2 | $548K | Buy |
1,301
+44
| +4% | +$18.5K | 0.03% | 295 |
|
2024
Q1 | $494K | Sell |
1,257
-3
| -0.2% | -$1.18K | 0.04% | 326 |
|
2023
Q4 | $492K | Buy |
1,260
+34
| +3% | +$13.3K | 0.04% | 311 |
|
2023
Q3 | $388K | Sell |
1,226
-35
| -3% | -$11.1K | 0.04% | 341 |
|
2023
Q2 | $438K | Buy |
1,261
+46
| +4% | +$16K | 0.04% | 321 |
|
2023
Q1 | $372K | Sell |
1,215
-25
| -2% | -$7.65K | 0.04% | 357 |
|
2022
Q4 | $345K | Sell |
1,240
-2
| -0.2% | -$557 | 0.04% | 355 |
|
2022
Q3 | $302K | Buy |
1,242
+1
| +0.1% | +$243 | 0.03% | 382 |
|
2022
Q2 | $385K | Buy |
1,241
+197
| +19% | +$61.1K | 0.03% | 346 |
|
2022
Q1 | $352K | Buy |
1,044
+71
| +7% | +$23.9K | 0.03% | 354 |
|
2021
Q4 | $380K | Buy |
973
+15
| +2% | +$5.86K | 0.03% | 331 |
|
2021
Q3 | $340K | Buy |
958
+6
| +0.6% | +$2.13K | 0.03% | 327 |
|
2021
Q2 | $345K | Sell |
952
-93
| -9% | -$33.7K | 0.03% | 319 |
|
2021
Q1 | $312K | Sell |
1,045
-19
| -2% | -$5.67K | 0.03% | 337 |
|
2020
Q4 | $309K | Sell |
1,064
-244
| -19% | -$70.9K | 0.03% | 322 |
|
2020
Q3 | $379K | Buy |
1,308
+19
| +1% | +$5.51K | 0.04% | 246 |
|
2020
Q2 | $354K | Buy |
1,289
+141
| +12% | +$38.7K | 0.04% | 255 |
|
2020
Q1 | $243K | Sell |
1,148
-176
| -13% | -$37.3K | 0.02% | 286 |
|
2019
Q4 | $314K | Buy |
1,324
+34
| +3% | +$8.06K | 0.04% | 286 |
|
2019
Q3 | $264K | Buy |
1,290
+98
| +8% | +$20.1K | 0.03% | 319 |
|
2019
Q2 | $233K | Buy |
+1,192
| New | +$233K | 0.03% | 342 |
|
2018
Q4 | – | Sell |
-1,294
| Closed | -$216K | – | 410 |
|
2018
Q3 | $216K | Buy |
+1,294
| New | +$216K | 0.02% | 390 |
|
2016
Q3 | – | Sell |
-1,146
| Closed | -$107K | – | 872 |
|
2016
Q2 | $107K | Hold |
1,146
| – | – | 0.01% | 543 |
|
2016
Q1 | $111K | Buy |
+1,146
| New | +$111K | 0.02% | 539 |
|